All branch locations will be closed on Monday, May 27th in observance of Memorial Day. We will resume normal business hours on Tuesday, May 28th. As we spend the day with friends and family, may we all take time to reflect and honor those who served and sacrificed their lives for our freedom.You can still bank online, through the mobile app, or at any of our ATMs. 

Bill Coates Headshot

Bill Coates

LPL Financial Advisor

Email Bill
Cell: 304-906-5454

Bill comes to Clear Mountain Financial Solutions with extensive experience working with wealth management clients to help them achieve their financial goals. With a knack for simplifying financial complexities in an understandable manner, Bill focuses on being "client first" - providing comprehensive financial planning to align with his client's goals and values.

Before Clear Mountain Financial Solutions, Bill was most recently with a national investments firm in Pittsburgh and holds his Series 7 and 66 licenses through LPL Financial. He earned his MBA from Waynesburg University and a bachelor's degree in political science from West Virginia University. He currently serves on the Waynesburg Alumni Counsel and is active in his community. He and his family reside in Sewickley, PA.

Bill offers a variety of products and services to suit many needs. View the details on various services and products.

Get in Touch with Bill

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