Picture of William Schindler

    William "Bill" Schindler


    Check the background of this investment professional on FINRA's BrokerCheck

    About Bill

    Bill is an experienced financial advisor with over twenty-three years of experience in the financial services industry. He          began his financial services career in 1991 with the Lutheran Brotherhood and quickly became a member of the                    prestigious Top Club. Bill has been a perennial MDRT qualifier (1993—2014), awarded Court of the Table (2000, 2012, & 2014) and has qualified for Lifetime Membership. Additionally, he has received the National Sales Achievement Award and National Quality Service Award. While with Legg Mason, he qualified for their highest honor, the Chairman’s Club, through Hartford Life.

    In 2014, Bill and his business partner joined MassMutual Greater Philadelphia to better serve the needs of their clients. Bill specializes in wealth and risk management, employee and retirement benefit structuring for small business, municipalities and government entities, and academic institutions. He serves clients at every stage of life and believes that as a financial advisor, it is his duty to help individuals, families, and business owners reach their financial goals.

    Bill has been a featured speaker through The American College and throughout the country regarding various strategies and techniques related to the financial services industry both live classroom training and multi-media outlets within Philadelphia marketplace. He has been the host of Money Matters, a Comcast TV/Malvern Press Production, and a financial columnist for The Collegeville Way Newspaper.

    Bill is a graduate of Temple University, earning his Bachelor’s degree in Business Administration in Marketing and Finance. He holds FINRA Series 6, 7, and 63 registrations

    Bill is as committed to the community as he is to his clients. He currently serves as a member of the President’s Council at Ursinus College and is a former Board Member for KenCrest Centers, Inc., an organization dedicated to supporting children and adults with special needs, and Laurel House, a comprehensive domestic violence agency serving individuals, families and communities. Bill is also a former   basketball coach for Perkiomen Valley Youth Basketball (PVYB) and the United States Naval Academy Summer Basketball Camp.

    Bill and his wife, Theresa, live in Collegeville, PA. They have two grown sons, Tyler and Corbin.

     

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    William (Bill) Schindler is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC, 2 Bala Plaza, Suite 901, Bala Cynwyd, PA 19004, Tel: (610) 766-3000

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Connecticut, Delaware, Maine, Maryland, Massachusetts, New Jersey, Pennsylvania

    I am licensed to sell Securities Products in the following jurisdictions:
    Connecticut, Delaware, Massachusetts, New Jersey, Pennsylvania

    William (Bill) Schindler , Spring House, PA

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