William T. Reynard, CFP®
Joining the JFS team in 2015 after Comprehensive Investment Solutions (CIS) merged with JFS Wealth Advisors, Bill has over 12 years of experience as a Financial Advisor. His mission is to help his clients and their families reach their financial goals by providing comprehensive investment and planning strategies designed to help build and protect their wealth. He takes a collaborative approach to understanding each client’s unique objectives and creates an integrated plan to meet those goals.
Bill’s educational background includes earning his Bachelor’s Degree in Economics from West Chester University of Pennsylvania. He also holds the CERTIFIED FINANCIAL PLANNER™ professional designation.
Prior to joining JFS, Bill built his experience as an advisor at The Vanguard Group. He assisted many clients with a broad range of retirement and investment planning issues and developed his approach for providing comprehensive service across all key investment planning disciplines including, insurance, income taxation, retirement planning, investment and estate planning.
Away from the office, Bill is active in his church and enjoys a wide range of sports and activities, as well as spending time with his wife, Kristy, and their young daughters. Bill and his family live in King of Prussia, Pennsylvania.