Series 65 Advisory Registration†, PA Insurance License
After 25 years holding a number of executive management positions in the corporate world, Bill has spent the last 14 years in the financial services industry helping successful professionals prepare for retirement. He joined Wealth Enhancement Group through the 2018 partnership with OneSource Retirement Advisors.
Bill has been active with Business Leaders of Wayne, Pennsylvania, Toastmasters of Chester County and with local service programs. He lives in Chadds Ford, Pennsylvania with his wife Lucy. He is an avid golfer, scuba diver and musician.
The O’Brien-Ortner financial advisory team is located in our Malvern, PA office.
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1 †Advisory registrations are held with Wealth Enhancement Advisory Services.
2 Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Malvern office advisors are not affiliated with LPL Financial.