Our Team

William Maxwell

Financial Planner

After graduating from college, Bill was a teacher and high school coach in the Philadelphia area. During those years, summers consisted of working on the Beach Patrol in Wildwood Crest, NJ. Once the responsibilities of marriage and raising children finally “kicked in,” Bill started a new career in Insurance and Financial Services with Allstate.

He held various sales and management positions including being a part of the team in Northbrook, IL that launched Allstate Financial Services. Bill was fortunate to qualify for an early retirement which allowed him to launch his next career. As often happens, life events take one full circle and Bill again is teaching; helping to lead his clients toward the path of a successful retirement.

Over the years Bill and his clients have worked in conjunction with several broker dealers and he is excited to be affiliated with LPL Financial and the HighPoint Planning Partners

Bill and his wife Lee are proud parents of three sons and five grandchildren. Over the years, competitive running, tennis, golf, juggling, guitar, travel, and spoiling grandkids have provided hours of enjoyment.


“People don’t care how much you know until they know how much you care.” Credited to multiple sources

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