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William Amesbury, Financial Advisor serving the Kingston, PA area - Ameriprise Advisors

William Amesbury

CFP®, BFA, CRPC, APMA

Financial Advisor

Inspire Confidence Group
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Family Finances
  • Cash Flow Management Strategies
  • Insurance
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 66 - Uniform Combined State Law Examination
  • Series 7 - General Securities Representative Examination

Education

  • B.S., Finance, Penn State University, State College, PA

Awards & recognition

  • Inspire Confidence Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Inspire Confidence Group, Ameriprise Client Experience Award, 2020-2023

Community participation

  • THON
  • Assistant Coach - Wilkes Barre Area Varsity Baseball
  • Junior Achievement Northeastern New York
  • Co-Officer - Zach Kollar Memorial 501(c)(3) Organization

Interests

When I'm not working, I enjoy pursuing my passions for sports, music, and cooking. I'm a member of the Wyoming Valley Country Club, where I spend many weekends in the spring and summer. Additionally, I'm a proud season ticket holder for Penn State Football.