March 24, 2020 For more than 33 years, the primary purpose of Bill Few Associates is our dedication to keeping our clients’ best interests our top priority. In response to the current economic and financial market conditions due to COVID-19, we want to assure our clients of our continued commitment to your financial well-being. We […]
Author Archive | Bill Few Admin
Ward Garner’s Pittsburgh Post-Gazette interview
Ward Garner,CFP® , discusses his book “How To Protect My Million: Strategies to Identify and Avoid Swindlers” with Gary Rotstein for the Pittsburgh Post-Gazette. Garner is a senior vice president and wealth manager with Bill Few Associates. Aging Edge http://www.post-gazette.com/aging-edge/aging-edge-Q-A/2018/01/08/Ward-Garner-Certified-financial-planner-advises-how-to-avoid-swindles/stories/201801080009 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED […]
Bill Few Associates, Inc. Announces Thomas Beilstein as Co-CIO
PITTSBURGH, Pa., (April 24, 2017) — Bill Few Associates, Inc. announces the promotion of Thomas R. Beilstein, CFA, to Co-CIO effective April 17, 2017. Tom has been employed by Bill Few Associates, Inc. since 1991 as a Senior Vice President and Portfolio Manager. Beilstein will share the chief investment officer position with Michael Kauffelt II, […]
Andrew Demosthenous joins Bill Few Associates
Andrew Demosthenous joins Bill Few Associates in 2017 as an equity analyst. In this capacity, Andrew is responsible for extensive quantitative research and analysis of individual equity investment opportunities. He closely monitors financial markets and equity opportunities, working side by side with the portfolio management team to craft custom portfolios for Bill Few Associates clients. […]
Bill Few Associates, Inc. Announces Alison Wertz as New Board Member
PITTSBURGH, Pa., (January 19, 2017) — Bill Few Associates, Inc. announces the election of Alison F. Wertz, CFP®, CLU®, to the company’s Board of Directors. Alison Wertz is a Senior Vice President and financial advisor at Bill Few Associates, Inc. With more than 20 years of experience, she offers comprehensive financial planning and investment advice […]
Ward Garner talks about the publication of his new book: How To Protect My Million
Ward Garner, author of How to Protect My Million Ward Garner is on a mission. With a passion for community service and a “do the right thing” attitude he has always felt compelled to protect people. Ward is not a member of law enforcement nor would he consider himself a superhero. His profession seems […]
Necessary Change
If you are like me, as we get older, we realize that change can be frustrating. It happens when a favorite brand, service or website changes for what seems to be little reason, upsetting what had been a very comfortable relationship. For instance, one of the websites I visit frequently for timely information is Bloomberg […]