Senior Vice President and Wealth Advisor
101 North Blakely Street
Dunmore, PA 18512
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.
Securities offered through LPL Financial, Member FINRA/SIPC.Insurance products offered through LPL Financial or its licensed affiliates.
“As a long time client of the newly acquired Merchants Bank, I have become accustomed to excellent service and commitment from my bankers. My experience during this pandemic has been no different. In the early stages of COVID-19, I decided to apply for the Paycheck Protection Program for both Franklin Hill Vineyards and our sister company, Social Still, LLC. I reached out to Todd Saab who’s been an important contact for me. Todd immediately responded and together with the staff at Martin’s Creek, facilitated the application process and both entities were given funding. As a local vineyard and winery since 1982 and a rapidly growing distillery and restaurant, we’ve experienced many changes over the years. With the help of Fidelity Bank, we’ve been able to continue our operations and keep over 40 local families employed. My sincere thanks to you and your team. I look forward to a long working relationship with Fidelity Bank.”
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