A 2003 graduate of Temple University’s Fox School of Business and Management, Bill began his career with PNC Investments. He joined EFFPA as a Financial Advisor in 2017 and holds his Series 7, 66, and Life, Health, and Accident licenses.
Bill’s experience in the financial services industry, expertise in working with 401k plans, and ability to place trades enhances the services EFFPA can offer. His extensive knowledge of investments and securities support the team and our clients by finding financial solutions that are both innovative and appropriate.
Bill lives in the Lansdale area with his wife, Megan, their son, Jack, and their four-legged family member, Frank.