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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

William Wilson

Senior Vice President & Branch Manager

William Wilson

Senior Vice President & Branch Manager

Location: Butler
Phone: (724) 283-3788 x 1669

William J. Wilson is a Senior Vice President of Hefren-Tillotson, Inc. and is a key member of the leadership team with the company as manager of the firm's Butler branch office. Mr. Wilson joined the firm in 1990 and is a Financial Advisor and is a licensed insurance agent. He is also studying to become certified as a financial planner.

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Prior to his work at Hefren-Tillotson, Mr. Wilson served as a financial advisor for Oshima & Associates, an Investment Management Firm located in Boston.

Bill's community involvement has included membership in the Butler Rotary Club and he has sat on numerous local boards of directors. He is also past Chairman of the Board of the Butler County Chamber of Commerce.

Bill Wilson received a Bachelor's Degree in Business from Northwestern University and is a member of the Sigma Epsilon Rho Honor Society.

Bill's wife, Karen, is Vice President of Convenience Banking with Mellon Bank. The Wilsons reside in Cabot, PA.

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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.