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William Munro, CFP®

William Munro, CFP®

Attractions College Program

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location of William Munro, CFP®Mont Clare, Pennsylvania, United States

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  • Timeline

  • About me

    Relationship Manager at Vanguard

  • Education

    • Penn State University

      2008 - 2012
      Bachelor of Science (B.S.) Recreation, Parks and Tourism Management

      Activities and Societies: The Penn State IFC/Panhellenic Dance Marathon - Rules and Regulations (3 Years) Shaver's Creek Outdoor School - Counselor (3 Semesters)

  • Experience

    • Walt Disney World

      Aug 2012 - Jan 2013
      Attractions College Program

      Operated Attractions (Dumbo the Flying Elephant & The Barnstormer featuring the Great Goofini) Demonstrated the Four Keys of Disney in My Work: Safety, Courtesy, Show and EfficiencyProvided World Class Customer ServiceSupervised Children

    • Vanguard

      Feb 2013 - Aug 2013
      Client Relationship Associate

    • Valley Forge Casino Resort

      Aug 2013 - Oct 2014
      Front Desk Agent

    • Vanguard

      Oct 2014 - now

      Trusted financial professionals delivering exceptional and personalized service to give current and future clients the best chance for investment success.

      • Relationship Manager

        Mar 2021 - now

      • Specialty Client Consultant

        Sept 2019 - Mar 2021

      • Assigned Representative

        May 2018 - Sept 2019

      • Flagship Client Services Associate

        Feb 2017 - May 2018

      • Retirement Plan Specialist

        Oct 2014 - Feb 2017

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Aug 2019