Listed in Financial Services
William J. Berg is a Financial Advisor with Waddell & Reed, residing in Brick, who helps individuals pursue their unique financial goals. With his clients, he engages in comprehensive financial planning to identify and prioritize a client’s financial goals, and develop strategies to work towards those goals.
William works with his clients to help them retire confidently, save for their children’s college costs, and manage their assets to name a few.
William graduated from the William G. Rohrer College of Business at Rowan University in May of 2016 with a degree in Finance.
In his off time, William enjoys exercising, playing softball, and volunteering for local charity organizations.
William can be reached at 215-860-8810 or via e-mail: [email protected]
Waddell & Reed, Inc. Member SIPC