William M. Schindler

William M. Schindler

Senior Vice President

Phone: (610) 489-9200
Fax: (610) 489-9201
E-mail: Bill@PhilaFinancial.com


William M. Schindler

Registered Representative

 

For more than two decades, Bill has offered comprehensive financial services and employee-benefit consultation to individuals, businesses, corporations, and municipalities.  He works closely with all clients to help establish financial objectives, which lead to strategies for attainable goals.

 

Bill attended Drexel University's LeBow School of Business and graduated from Temple University Fox School of Business with a BBA in Marketing and Finance.  While attending college he worked for United Parcel Service as a Supervisor of HUB Operations in the Philadelphia area.  He began his career in the financial services industry by working with Lutheran Brotherhood as a District Representative. Bill was a member of the prestigious President and TOP Club honoring the company's Top 50 Forum members for outstanding leadership, service, and performance.

 

In addition, served as a Vice President with Legg Mason, and most recently was affiliated with Penn Mutual/Hornor Townsend & Kent as a Registered Representative specializing in Worth for Women, an educational forum designed to assist women with Financial Tools and Life Stage Planning by cohesively partnering with attorneys and accountants.

 

Bill also has earned the industry's National Quality Awards for Service and Performance Achievement.  Additionally, he is a qualifying and life member of the Million Dollar Round Table (MDRT). Currently enrolled as a candidate for the Certified Financial Planner designation; was a co-host of a Philadelphia-based financial news network program “Money Matters”; and has been featured as a financial columnist in area newspapers.

 

Bill is married to Theresa, his wife of 20 years, and has two thriving sons, Tyler and Corbin.  He enjoys coaching basketball for Perkiomen Valley Youth Basketball and has previously coached during summer camps at the United States Naval Academy.  In addition, Bill has been a member of the Board of Directors for local charitable organizations such as Ken-Crest Centers; focusing on children and adults with special needs; and Laurel House, focusing on domestic violence involving women and children.  He actively enjoys spending time with his family, practicing his faith, playing basketball and walking his Golden Retriever, Cooper.

 

William M Schindler offers securities through Woodbury Financial Services, Inc. Member FINRA, SIPC.  The Financial Group of  Philadelphia is not owned or operated by Woodbury Financial Services, Inc.