Event Calendar

Presenter

William “Bill” F. Davis

Ameriprise Financial

Today’s program will assist you in setting yourself up for success in 2023!

You will learn how to identify priorities, goals and behaviors that will help you start – and finish – your year with personal success!

After earning degrees from La Salle and Temple University, in 2010 Bill decided to pursue a career in financial planning completing the Financial Planning Program at The American College and holds the CERTIFIED FINANCIAL PLANNER™ and the Certified Divorce Financial Analyst® designations. He specializes in guiding his clients through life changes, transitions and understand the financial planning process.

Bill started his own practice in 2016 after joining Ameriprise. Building client-by-client he has been named Five Star Wealth Manager in 2020, 2021 and 2022; he and his team have been recognized with Ameriprise’s highest client satisfaction honor, their Client Experience Award.

A former Executive Board Member of the Langhorne Athletic Association, Bill has coached baseball since 2008 and served on the board for the Newtown Rock Softball Association while coaching for 7 years.

Currently, Bill serves on the executive board for the Lower Bucks Chamber of Commerce and the Going Beyond Assistance Program.