The Thompson Group

William R. Scott, CFP®

Financial Advisor

William Scott is a Financial Advisor and member of the Thompson Group with Hefren-Tillotson. Through the Hefren-Tillotson’s Masterplan approach, William helps individuals, familes and businesses achieve their goals. He is committed to providing the highest level of service to every client in areas such as tax and estate planning, investments, retirement, and insurance.

William graduated Summa Cum Laude from Clarion University of Pennsylvania with a Bachelor of Science in Finance. He was awarded the outstanding Finance Student of the Year as well as creating and organizing the Financial Planning Association to the university.

William grew up and currently resides in Ellwood City. In his spare time, he enjoys playing and watching all sports as well as spending time with his family and friends.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.

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