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Bill Coates

LPL Financial Advisor

304-413-0761 Office

Bill comes to Clear Mountain Investments with extensive experience working with wealth management clients to help them achieve their financial goals. After leveraging a successful 16-year career in non-profit fundraising, Bill began a career in financial planning and wealth management.

Bill was most recently with a national investments firm in Pittsburgh, and holds his Series 7 and 66 licenses through LPL Financial, enabling him to assist clients with a wide array of financial products and services. He additionally carries an active NMLS number and can discuss residential lending opportunities with clients in West Virginia and southwestern Pennsylvania.

Bill earned his MBA from Waynesburg University and a bachelor’s degree in political science from West Virginia University. He currently serves on the Waynesburg University Alumni Counsel and is active in his community. He and his family reside in Sewickley, Pennsylvania.

Bill offers a variety of products and services to suit many needs. View the details on various services and products.



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