Senior Vice President and LPL Financial Advisor
Bill McAndrew is a Senior Vice President & LPL Financial Advisor. Bill graduated with a Bachelor of Science degree in Finance from the Smeal College of Business at Pennsylvania State University. He developed an extensive estate planning background graduating from the PBA Advance School of Trust at Bucknell University. Bill has more than 30 years of experience in the wealth management industry. His specialties include, Retirement Income Planning, including 401k’s and IRA’s, Liability-Driven Investing techniques, Structuring Tax Free Income Portfolios and Developing integrated Financial and Estate Plans.
Bill’s philosophy is to commit his energy, intellect and knowledge to attaining the financial objectives of his clients by providing the highest possible level of service by challenging himself to innovate and excel across a broad range of investment products. Bill’s highest priority is sustaining his clients’ trust and confidence and to put the financial well-being of his clients first by remaining responsive to the needs of his clients in a financial environment characterized by constant change.
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We opened our daughter's first savings account at Fidelity. It was a pleasure from start to finish, not to mention the nice child themed "green team" items they supplied which really show the children how important it is to save. We love Fidelity!