Trust & Estate Administration, Estate Planning, IRA Rollovers, and Investment Management
William is a Certified Trust and Financial Advisor, receiving his certification from the American Bankers Association’s National Graduate Trust School in 1996. He currently oversees the management of the Asset Management &Trust Division and is responsible for business development and managing client relationships. Over the past 27 years William has held several leadership positions as Vice President and Trust Officer at both Regional and National financial institutions.
William lives in the Lehigh Valley with his wife and daughter. He enjoys his hobby of Viniculture by tending to 50 grape vines in Pike County.
Products offered by Asset Management & Trust: ·Not FDIC insured · May go down in value · Not financial institution guaranteed · Not a deposit · Not insured by any federal government agency.
The information in this website is for US residents only.