William Bender

About William Bender

As the founder of the Bender Private Wealth Management Group of Wells Fargo Advisors, Bill has been helping successful families, small businesses, and institutions manage their wealth since 1984. Bill is the team\'s lead strategist and also focuses on institutional investment consulting. He is one of a select group of highly qualified advisors who helps institutional clients and ultra-high-net-worth individuals with a broad range of services. Bill holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, awarded by the Certified Financial Planner Board of Standards, Inc. He also holds a Certified Investment Management Analyst® (CIMA®) designation. Bill earned his bachelor\'s degree in business from Keystone College, where he was also awarded an Honorary Doctorate of Humane Letters after giving the commencement address in 2013. He formerly served as chairman of the board at both Keystone College and the Lackawanna County Red Cross. He is a former board member of St. Joseph\'s Children\'s Center, Jewish Family Services, WVIA, and the Scranton Cultural Center, as well as a former president of Scranton Tomorrow. A lifelong resident of Scranton, Bill and his wife, Maureen, have five children and 15 grandchildren. He enjoys golf, rooting for the Phillies, and spending time with his family. This information is intended for use by residents of CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, MN, MO, NC, NJ, NV, NY, OH, PA, SC, TX, VA, VT, and WA Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Managing Director - Investments, Senior Financial Advisor

   Wells Fargo Advisors

   Aug 2019 — Present · Scranton, PA, US

   Two generations of lifelong NEPA residents combine a team approach with the resources of Wells Fargo Advisors to help you preserve and build your wealth.We follow a disciplined wealth management process that directly complements your individualized financial strategy. It\'s a process predicated on mutual respect, and it begins by developing a deep understanding of your aspirations and the lifestyle you embrace. We pride ourselves on being good listeners and facilitate the conversation, helping you talk through the decisions you face.The values we share as a family are exhibited in our dedication to bringing the full scope of our capabilities to bear on issues involving wealth. From the vast resources of Wells Fargo Advisors we use to help organize your financial life to the diligence we follow when helping you make key financial decisions, we strive to continuously earn your trust. The strategies we recommend are designed to help maintain your lifestyle and help you pursue the goals in life that matter most to you.

Education

• Scranton Central High School

  High School Diploma/GED

  1972 — 1976

• University of Scranton

  High School Diploma

  1977 — 1979

• Keystone College

  Bachelor's Degree

  2010 — 2013