William J. O'Leary, III CFP<sup>&reg;</sup> - Financial Advisor

William J. O'Leary, III CFP®

Relationship Advisor/VP

F.N.B. Wealth Management

1650 Crooked Oak Dr, Ste 320
Lancaster, PA 17601
FINANCIAL ADVISOR'S WEBSITE
(717) 433-7262

General

William O'Leary is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at F.N.B. Wealth Management in Lancaster, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Sudden Wealth, Special Needs

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