Bill Preston, CLU
Executive VP, Partner & Financial Advisor

Bill brings a wealth of knowledge from diverse experiences to the Valley Forge Financial Dynamics team. In 2005, Bill acquired his Life and Health License and shortly thereafter his Securities Series 6 & 63; beginning his career in Financial Services.

Before choosing a career in Financial Services, Bill's professional history included six years as an independent restaurant owner, as well as eight years in retail sales, marketing and management. These experiences give Bill an edge in his ability to understand situations that others may have difficulty.

Bill’s educational qualifications include a B.A. degree from Eastern University in the discipline of Organizational Management. This program also included a completed Thesis Study specific to Small Business Planning & Management. Bill concluded his studies at The American College, receiving his Chartered Life Underwriter Certification in 2013. These qualifications provide Bill with in-depth knowledge of insurance needs of individuals, families and business owners, as well as the ability to provide expert advice on a broad range of topics, including life and health insurance, pension planning, insurance law, income taxation, investments, financial and estate planning as well as group benefits.

A lifelong resident of Delaware County, Bill resides in Havertown, PA with his wife, Susan, and their children, Kelly and Danny.

Affiliations (Current & Past):

  • Senior Care Ministries – Board of Directors
  • Kiwanis of Baltimore Pike – Treasurer
  • Boy Scouts of America – Chairman/Assistant Scout Master Troop 332