William Bender

William Bender Email and Phone Number

Managing Director, Senior Institutional Consultant of 1856 Capital Partners @
William Bender's Location
Greater Scranton Area, United States
William Bender's Contact Details
About William Bender

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.

William Bender's Current Company Details
1856 Capital Partners

1856 Capital Partners

Managing Director, Senior Institutional Consultant of 1856 Capital Partners
William Bender Work Experience Details
  • 1856 Capital Partners
    Managing Director, Senior Institutional Consultants
    1856 Capital Partners Aug 2024 - Present
    Scranton, 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
  • Wells Fargo Advisors
    Managing Director- Investments
    Wells Fargo Advisors Aug 2019 - Aug 2024
  • Merrill Lynch Wealth Management
    Wealth Management Advisor, Senior Vice President - Wealth Management
    Merrill Lynch Wealth Management Jul 1993 - Aug 2019

William Bender Skills

Institutional Consulting Wealth Management Retirement Planning Investment Management Financial Advisory Finance Certified Financial Planner Investments

William Bender Education Details

  • Keystone College
    Keystone College
    Bachelor'S Degree
  • University Of Scranton
    University Of Scranton
    High School Diploma
  • Scranton Central High School
    Scranton Central High School
    High 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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