Bill comes to Clear Mountain Bank with a unique background. After leveraging a successful 16-year career in non-profit philanthropy, he began a career in financial planning and wealth management to help his clients reach their financial goals. He most recently worked as financial advisor for a national investments firm in Pittsburgh. Additionally, he carries an active NMLS number and can discuss residential lending opportunities with clients in West Virginia and southwestern Pennsylvania.
He also holds his Series 7 and 66 licenses through LPL Financial, enabling him to assist clients with a wide array of financial products and services.
Bill has strong ties to the Morgantown area, as he is a graduate of West Virginia University and formerly worked in various capacities in the WVU Development Office for many years, including serving as Senior Director of Development. In addition to his education at WVU, Bill also holds his MBA from Waynesburg (PA) University. He currently serves on the Waynesburg University Alumni Counsel and is active in his community. He and his family reside in Sewickley, Pennsylvania.