• William Stanert

    Portfolio Manager - Principal

CAREER SUMMARY:

Bill has a passion for working with clients to help them achieve their life goals.   

He is an advisor who can help clients define their goals, formulate & implement a plan and then monitor progress toward those objectives.  

William accrued diverse experience while working with several global investment firms such as Morgan Stanley, UBS Financial Services and Merrill Lynch.

His investment acumen was strengthened, expanded and honed by learning something new, different, insightful and valuable about the industry with every transition to each new global investment firm.

Bill’s clientele has included business owners and executives, farmers, physicians, attorneys and many multi-generational families as well churches, foundations and retirement plans.

He is proud that he works with clients of all sizes ranging from modest to multi- millions.

William was also featured on WCAU TV, channel 10 news, "Live at Five", in an interview discussing sudden market swings.  

William provides Continuing Legal Education (CLE) to Attorneys, and Continuing Professional Education (CPE) to Certified Public Accountants.

William is available for public speaking engagements as well as interviews. He was also tagged to speak at the UBS Financial Services, Inc. conference, held for new recruits, in Washington, DC.

EDUCATION:

  • BBA, Temple University
  • Enrolled in the Boston University CFP curriculum.

LICENSES:

  • Series 65, Investment Advisor Representative.
  • Series 7 Registered Representative.
  • Series 9 & 10 General Securities Sales Supervisor (branch manager).
  • Series 63 Uniform Securities Agent.
  • Life and Annuities.

 SECURITIES & EXCHANGE COMMISSION – ADVISOR SEARCH

http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

PERSONAL & COMMUNITY:

  • Eagle Scout.
  • Doylestown Lodge 245.
  • Past President & Director of the Bucks County Estate Planning Council.
  • Member of the Bucks County Estate Planning Council.
  • Member of the Montgomery County Estate Planning Council.
  • Past Member of the Newtown Rotary.
  • Participant in the American Cancer Society’s Charity Bike-athon from Philadelphia to Atlantic City, NJ.
  • Member of the Appalachian Mountain Club.
  • Married to wife Shaun in 1986.

PROFESSIONAL EXPERIENCE (since 1992):

  • UBS Financial Services Inc:  First Vice President Investments / Senior Portfolio Manager.
  • Morgan Stanley Smith Barney:  First Vice President Investments / Senior Portfolio Manager.
  • Merrill Lynch:  Financial Advisor.