Financial Advisor William Scott helps individuals, families, and businesses achieve their goals through financial planning. He is committed to providing the highest level of service to every client in areas such as wealth management, retirement planning, and tax planning.
William is a Certified Financial Planner (CFP®) and holds his Series 66, 7, and Life, Accident, and Health Insurance licenses. William graduated Summa Cum Laude from Clarion University of Pennsylvania with a Bachelor of Science in Finance. He was awarded the outstanding Finance Student of the Year as well as creating and organizing the Financial Planning Association to the university.
William grew up in Ellwood City and currently resides in Harmony. In his spare time, he enjoys golfing, traveling, as well as spending time with his family and friends.