As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
In 2006, I began my Edward Jones career as a financial advisor in Swedesboro. I became a limited partner with Edward Jones in 2011. Then, in 2020, I was asked to become a principal. I have served the firm as performance leader, field trainer and mentor. I currently serve as the regional leader for southern and central portions of New Jersey.
I earned an associate degree in business administration and bachelor's degree in finance from Glassboro State. In addition, I received the AAMS® professional designation in 2009. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My wife, Christy, and I have three children. Originally from Carney's Point, we have lived in Pennsville, NJ since 1999. Active in the community, I am active in local little league sports as well as serving as a karate instructor. I am a member of the Exchange Club and serve on the board of the Salem Health and Wellness Foundation.
My branch office administrators, Sandy Strudwick and Donna Amorebella, are dedicated to providing you with the highest level of service possible.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. We provide the investments, services and tools our clients need to work toward their financial future.
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Charitable Giving
- Insurance & Annuities
My Personal Interests
- Martial Arts
- Personal Fitness
- Car Restoration
Phone NumberBill McAllister at (856) 241-3883
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