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Home / Blog / William Walsh, CFP®, CRPC®, Joins Fidelity Bank as Wealth Advisor
September 2, 2025
William Walsh, CFP®, CRPC®, Joins Fidelity Bank as Wealth Advisor
Dunmore, PA – September 2, 2025 – Daniel J. Santaniello, President and Chief Executive Officer of Fidelity Bank, is pleased to announce that William Walsh, CFP®, CRPC®, has joined the bank as a Wealth Advisor.
In his new role, Walsh will provide expert financial advice and guidance to clients, strengthening and adding value to their financial journeys. He will explore opportunities for Fidelity Bank to deepen client relationships through expanded product and service offerings. His focus will be on helping clients achieve their long-term personal and financial goals.
With a strong background in retirement and investment consulting, Walsh previously served as a Financial Consultant and a Senior Retirement Consultant at local firms.
A lifelong resident of the region, Walsh currently resides in Back Mountain, PA. He earned a bachelor’s in business administration in marketing from Loyola University Maryland in 2018 and graduated from Scranton Prep in 2014. He is a Certified Financial Planner (CFP®) practitioner and holds the Chartered Retirement Planning Counselor (CRPC®) designation.
In making the announcement, Santaniello stated, “Bill’s dedicated service and exceptional leadership will be the cornerstone to his success.” He continued, “His drive and commitment to our clients will inspire excellence across Fidelity Bank.”
Reflecting on this milestone, Walsh shared, “Growing up in NEPA, I have long known Fidelity Bank for its strength in the community. After spending ten years in Maryland, being able to return home and join Fidelity Bank has been a tremendous opportunity, one that I could not pass up.”
Outside of his professional life, Bill lives with his fiancée Sarah and their two Golden Retrievers, Lucky and Nittany. He enjoys spending time with family, beach trips, and hiking with their dogs at Francis Slocum and Ricketts Glen State Parks.
About Fidelity BankFidelity Bank has built a strong history as a trusted financial advisor and continues its mission of exceeding client expectations through a unique banking experience. It operates 21 full-service offices throughout Lackawanna, Luzerne, Lehigh, and Northampton Counties, along with a limited production commercial office in Luzerne County and a Fidelity Bank Wealth Management Office in Schuylkill County. Fidelity Bank provides a digital banking experience online at www.bankatfidelity.com, through the Fidelity Mobile Banking app, and in the Client Care Center at 1-800-388-4380. Part of the Company’s vision is to serve as the best bank for the community, which was accomplished by having provided over 5,960 hours of volunteer time and over $1.5 million in donations to non-profit organizations directly within the markets served throughout 2024. Fidelity Bank’s deposits are insured by the Federal Deposit Insurance Corporation up to the full extent permitted by law.