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Bill McAndrew

Bill McAndrew

Senior Vice-President & Wealth Advisor

Bill McAndrew is a Senior Vice President & LPL Financial Advisor. He graduated with a Bachelor of Science degree in Finance from the Smeal College of Business at Pennsylvania State University. Bill developed an extensive estate planning background graduating from the PBA Advance School of trust at Bucknell University and is also a graduate of PBA Advance School of Banking at Bucknell University.

Bill is a diversified, results-driven professional with more than 25 years of experience in the financial services industry with specific skills in: Retirement Income Planning, Liability-Driven Investing techniques, Structuring Tax Free Income Portfolios, and developing integrated Financial and Estate Plans with extensive experience in portfolio management, including 401k's, IRA's, endowments and municipal pensions.