William Stanert, CFP®
CERTIFIED FINANCIAL PLANNER™
Bill works with clients to help them achieve their life goals. When it comes to important investment and planning decisions, do you want to go it alone or have an experienced investment professional help?
As detailed in our webpage, “The Value of an Advisor at Moondance” we help our clients with planning and strategizing to achieve a comfortable retirement, educating their children, and making sound decisions regarding their investments.
The majority of Bill’s career prior to opening Moondance Investment Advisors was at Morgan Stanley Smith Barney as a Financial Advisor – First V.P. Investments.
He also built upon his investment acumen and expertise at global investment firms such as Merrill Lynch and UBS Financial Services.
Bill’s clientele has included business owners and Fortune 500 executives, physicians, attorneys and multi-generational families as well as churches, foundations and retirement plans.
For new clients, he generally works with clients who invest $500,000 or more with us although there is no set minimum.
William was featured on WCAU TV, channel 10 news, "Live at Five", in an interview discussing market volatility.
He is available for public speaking engagements as well as interviews.
Bill was a featured speaker at the UBS Financial Services, Inc. conference, held for new recruits, in Washington, DC.
EDUCATION & TRAINING:
BBA, Temple University.
Financial Planning Certificate: Bryant University - Boston Institute of Finance.
Advanced IRA Training at Morgan Stanley Smith Barney.
CERTIFIED FINANCIAL PLANNER™
PERSONAL & COMMUNITY:
- Eagle Scout.
- Past President & Director Bucks County Estate Planning Council.
- Past member Montgomery County Estate Planning Council.
- Doylestown Lodge 245.
- Participant in the American Cancer Society’s Charity Bike-athon from Philadelphia to Atlantic City, NJ.
- Member of the Appalachian Mountain Club. Has hiked the Presidential Range Traverse as well many miles on the Appalachian Trail from Virginia to New Hampshire.
- Married to wife Shaun for 30+ years.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.