Bill Coates
LPL Financial Advisor
304-413-0761
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.
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.