William Bender work email
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William Bender personal email
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William Bender phone numbers
As the founder of Bender Private Wealth Management, Bill has been helping successful families, small businesses, and institutions manage their wealth since 1984. Bill is the team's lead strategist and also focuses on institutional investment consulting. He is qualified to help institutional clients and ultra-high-net-worth individuals with a broad range of services. Bill holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, awarded by the Certified Financial Planner Board of Standards, Inc. He also holds a Certified Investment Management Analyst® (CIMA®) designation.Bill earned his bachelor's degree in business from Keystone College, where he was also awarded an Honorary Doctorate of Humane Letters after giving the commencement address in 2013. He formerly served as chairman of the board at both Keystone College and the Lackawanna County Red Cross. He is a former board member of St. Joseph's Children's Center, Jewish Family Services, WVIA, and the Scranton Cultural Center, as well as a former president of Scranton Tomorrow. A lifelong resident of Scranton, Bill and his wife, Maureen, have five children and 16 grandchildren. He enjoys golf and is a member of Glenmaura Golf Club and Scranton Canoe Club, rooting for the Phillies, and spending time with his family.This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, LA, MD, MI, MO, NC, NJ, NM, NY, OK, OR, PA, TN, TX, UT, VA, WA, and WI only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.
1856 Capital Partners
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Managing Director, Senior Institutional Consultants1856 Capital Partners Aug 2024 - PresentScranton, Pa.Two generations of lifelong NEPA residents combine a team approach with the resources of Wells Fargo Advisors to help you preserve and build your wealth.We follow a disciplined wealth management process that directly complements your individualized financial strategy. It's a process predicated on mutual respect, and it begins by developing a deep understanding of your aspirations and the lifestyle you embrace. We pride ourselves on being good listeners and facilitate the conversation… Show more Two generations of lifelong NEPA residents combine a team approach with the resources of Wells Fargo Advisors to help you preserve and build your wealth.We follow a disciplined wealth management process that directly complements your individualized financial strategy. It's a process predicated on mutual respect, and it begins by developing a deep understanding of your aspirations and the lifestyle you embrace. We pride ourselves on being good listeners and facilitate the conversation, helping you talk through the decisions you face.The values we share as a family are exhibited in our dedication to bringing the full scope of our capabilities to bear on issues involving wealth. From the vast resources of Wells Fargo Advisors Financial Network we use to help organize your financial life to the diligence we follow when helping you make key financial decisions, we strive to continuously earn your trust. The strategies we recommend are designed to help maintain your lifestyle and help you pursue the goals in life that matter most to you. Show less
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Managing Director- InvestmentsWells Fargo Advisors Aug 2019 - Aug 2024 -
Wealth Management Advisor, Senior Vice President - Wealth ManagementMerrill Lynch Wealth Management Jul 1993 - Aug 2019
William Bender Skills
William Bender Education Details
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Keystone CollegeBachelor'S Degree -
University Of ScrantonHigh School Diploma -
Scranton Central High SchoolHigh School Diploma/Ged
Frequently Asked Questions about William Bender
What company does William Bender work for?
William Bender works for 1856 Capital Partners
What is William Bender's role at the current company?
William Bender's current role is Managing Director, Senior Institutional Consultant of 1856 Capital Partners.
What is William Bender's email address?
William Bender's email address is william_bender@ml.com
What is William Bender's direct phone number?
William Bender's direct phone number is +157020*****
What schools did William Bender attend?
William Bender attended Keystone College, University Of Scranton, Scranton Central High School.
What skills is William Bender known for?
William Bender has skills like Institutional Consulting, Wealth Management, Retirement Planning, Investment Management, Financial Advisory, Finance, Certified Financial Planner, Investments.
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William Bender
New York City Metropolitan Area1bcg.com -
3gmail.com, gmail.com, macktrucks.com
1 +161035XXXXX
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William Bender
Bloomington, In -
2cbre.com, vts.com
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