Bill Chambley
(CFP®)
wchambley@htk.com
Financial Adviser and Partner
William Chambley started his career in the financial services industry in 2000 with AXA advisors / Karr Barth Associates in Bala Cynwyd PA. He developed his practice over the next 15 years with a focus on comprehensive financial planning and asset management. He holds a series 66, series 7 and insurance licenses.
After establishing his practice at AXA he was looking for an opportunity to join an independent financial planning office so that he could offer his clients a more objective insight to their financial needs. In 2015 Bill joined Keystone Financial Group as a partner to help continue KFG’s 40 year history of serving their clients with honest objective advice. Bill is a member of the National Association of Insurance and Financial Advisors, and a qualifying member of the “Million Dollar Round Table.*”
Bill lives in Dresher with his wife Tina and their 3 children. He enjoys traveling with his family and attending his children’s after school activities.
* The qualifying Member (Q) was created by the Million Dollar Round Table (MDRT). Until the 10th year of membership is attained, the member will be a Q. The requirements do not evaluate the quality of services provided and is granted for one year only. All members must apply every year to continue their affiliation with MDRT. Being a Q is not indicative of the applicant's future performance. For more information, please visit: https://www.mdrt.org/membership/requirements/