In 1981 I received my Bachelor of Arts degree majoring in English writing with a minor in psychology from the University of Pittsburgh. My professional work history began shortly thereafter. In 1982 I accepted a position as the director of marketing and public relations for a regional public transportation authority, serving six counties in Northcentral Pennsylvania.
In 1987, I started a marketing and public relations firm serving many varied businesses, from retail to industrial to governmental concerns, however, this effort was short-lived as we moved into a recession. I entered the financial services field in 1989 working with various firms and accepted my current position with Edward Jones in 2005.
I enjoy working with my clients and prospective clients, helping them to achieve their most important financial goals. Nobody, when it relates to financials, plans to fail, however many fail to plan. What inspires me most is helping my clients to achieve confidence in their financial future, which is the end product of a great client/advisor relationship.
My ideal clients are those who are willing to take advice from a trusted financial advisor. Being in this business for over 30 years, all too many times, I have witnessed people make major financial mistakes that should have been avoided.
My wife, Denise, and I are the proud parents of four children and five grandchildren, with three in the Portland OR area, one in Philadelphia and one in St. Marys, PA. We have been married 37 years and my wife tells me they were all wonderful.
I am an avid outdoorsman and my passion is all types of fishing.
Over the years I have been involved with many civic and nonprofit organizations to better our environment and to serve our local communities.
I invite and encourage you to consider our services for all financial stages, from preparing for and living in retirement to insurance review to education funding to estate considerations. I look forward to hearing from you.
My Personal Interests
Office Address8 Franklin Center
St Marys, PA 15857
Phone NumberBill Boylan at (814) 834-7510
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
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