William Davis

Personal Finance, Retirement, Investing
“With a background in teaching and training, William Davis guides clients through the financial planning process to help them understand and make wise financial decisions.”

Ameriprise Financial Services

Job Title:

Financial Advisor


With a background in teaching and training, Bill’s approach to working with clients focuses on learning and understanding the financial planning process. Bill works with clients to help them determine specific goals and objectives and then leads them through the process of developing a personalized financial plan to help take control of their financial lives.

Bill participates in a number of national and local organizations, and volunteers his time for a number of charitable endeavors. He serves on several committees within both the Bucks County and Philadelphia Estate Planning Councils; he is actively involved in the Financial Planning Association and the Central Bucks County Chamber of Commerce. Bill also involves himself in the La Salle University Alumni Association and a non-profit organization A Love For Life in Newtown, PA and TBI Angel in Hamilton, NJ.

Bill received an undergraduate degree from La Salle University and a graduate degree from Temple University; he has also taught as a professor at both schools. Bill then completed the Financial Planning Program at The American College and holds the CERTIFIED FINANCIAL PLANNER™ practitioner certification.

Actively involved in youth sports organizations, Bill coaches baseball and is an Executive Board Member of the Langhorne Athletic Association; he also coaches softball for Newtown Rock Fastpitch and basketball for St. Andrew CYO.


BA, Communication, La Salle University
MA, Communication, Temple University
MS, St. Joseph's University

Assets Under Management:

$100 million

CRD Number:



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    Investing, ETFs, Mutual Funds
What should we do with funds that were previously allocated funds for a 529 plan?
50% of people found this answer helpful

529 plans offer generous income tax breaks. Although your contributions are not deductible all growth and earnings in the account grow tax-free and will not be taxed when the money is taken out to pay for college.

If you are you fairly certain your child/ren will be attending college, then I would wholeheartedly recommend choosing a different state’s plan and investing the funds in it.

Now, let’s talk about moving out of New Jersey….


December 2017