The Team

HAND, SMITH, STELLA & ASSOCIATES
Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients — and their families — through the process.Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.

Our Advisors

William Smith

William Smith

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

Central High School, Philadelphia PA, BA, West Chester University, West Chester, PA

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Michelle Hand

Michelle Hand

Private Wealth Advisor

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Designations

CFP®, CRPC®, APMA®, RICP®

Top Areas of Focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

University of Pennsylvania, Milton Hershey School
CA Insurance #0I46393

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John Stella

John Stella

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Investments
  • Insurance
  • Retirement Income Strategies

Education

Central Bucks East High School, Pennsylvania State University, 1984, BS Computer Science
CA Insurance #0I47504

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Ben White

Ben White

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Small Business

Education

Bachelor of Science in Natural Sciences at Wilmington University in Wilmington, Delaware

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Our Staff

Alison T. Young-Johnson

Alison T. Young-Johnson

Registered Support Assistant

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Qualifications

  • Series 7, Series 63, Series 66, Life, Accident & Health

Claudine Colicchio

Client Service Coordinator