William K. Waldron

Bill Waldron_jpg_595

302-992-0600

Heritage Financial Consultants, LLC

Bill Waldron has served the Wilmington area for the past 20 years as an insurance professional, specializing in commercial and personal lines of property/casualty, life, health, and annuity products. He continues his work with individuals and small business in the role of investment adviser, joining Heritage Financial Consultants in January of 2014.

EDUCATION AND CERTIFICATIONS

  • BS in Business from Widener University
  • Series 7, 63, and 66 certified
  • Registered Investment Advisor
  • Property/Casualty, Life, and Health insurance licensed

COMMUNITY INVOLVEMENT

  • Youth league basketball, baseball, and soccer coach
  • Member of Elk Lodge

ON A PERSONAL NOTE

Bill is a lifelong resident of North Wilmington, where he resides with his wife, son, and daughter. Bill most enjoys using his free time to spend with his family. You can often find Bill fishing with his son, volunteering at his church, and occasionally enjoying a round of golf.

MAIN SERVICE AREAS

  • Retirement Planning
  • College Funding
  • Life Insurance