Bill’s educational qualifications include a B.A. study from Eastern University in the discipline of Organizational Management. The completion of this program requiring his successful completion of a thesis which he chose a study specific to Small Business Planning & Management. Bill continued his Financial Planning studies at The American College, receiving his CLU; an advanced certificate in Financial Planning. Before choosing a career in Financial Services, Bill's professional history included six years as an independent restaurant owner, as well as eight years in retail sales, marketing and management. These experiences give Bill an edge in his ability to understand situations that others may have difficulty. These qualifications provide Bill with in-depth knowledge of the needs of individuals, families and business owners; as well as the ability to provide expert advice on a broad range of Financial Planning needs such as Life and Health Insurance options, funding for potential Long Term Care needs, Asset Growth, Pension Planning, Tax Strategies, Investments, Estate Planning, and more.
A lifelong resident of Delaware County, Bill resides in Havertown with his wife Susan, and their children, Kelly and Danny.
Affiliations (Current & Past)
• Senior Care Ministries – Board of Directors
• Haverford Ice Hockey Club – Treasurer
• Boy Scouts of America – Chairman/Assistant Scout Master Troop 332
BILL PRESTON, Financial Advisor