Bill Stroyne

Financial Advisor

Bill is the Founder and President of William J. Stroyne Financial Services.  He is an Independent Fiduciary Advisor and Registered Financial Consultant—RFC™.  Bill is a native of Pittsburgh, PA and resides in Wexford with his wife, Kim.  Together they have two children, Zachary and Alyssa.

Bill started his career working as a Retirement Benefits Consultant for a local pension administrative firm.  While there, he quickly obtained his security licenses.  The foundation was then laid of what would become his lifetime passion of “RETIREMENT PLANNING.”

In 1987 Bill followed his entrepreneurial instincts and opened the doors to Stroyne Financial Services.  He has been passionately committed to helping people organize their financial lives before and throughout their retirement years ever since.  His specialty is retirement income distributions, wealth management, and estate planning.  Over the years, his commitment to excellence and outstanding personal service has built him a successful and loyal client following.

Bill has been recognized frequently throughout his career for his many accomplishments in the area of retirement planning.  He has been featured as a 1.Five Star Wealth Manager for three consecutive years.  Bill is an active member of the community and supports several local charities including Toys for Tots and the American Cancer Society.  Bill grew up in a musical family and has been a professional musician most of his life.  In his spare time, he enjoys playing bass guitar and managing the popular local dance band, “The InTransit Band.”

The Five Star Wealth Manager list is created by Crescendo Business Services, LLC.  1,064 Pittsburgh wealth managers were considered for the award; 423 (40% of the candidates) were named 2016 Five Star Wealth Managers.  Award candidates are identified by one of three sources:  firm nomination, peer nomination or prequalification.  Wealth managers were evaluated across ten criteria:  (a) Credentialed as an investment advisory representative or a registered investment advisor, (b) Actively employed as a credentialed professional in the financial services industry for a minimum of five years, (c) Favorable regulatory and compliant history review, (d) Fulfilled their firm review based on internal firm standards, (e) Accepting new clients, (f) One-year client retention rate, (h) Non-institutional discretionary and/or non-discretionary client assets administered, (i) Number of client households served, (j) Educational and professional designations.  Favorable and unfavorable evaluations are included in the score.  Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints.  A favorable regulatory and complaint history is defined by Five Star Professional to mean that the wealth manager has not *Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, *Had more than a total of three settled or pending customer complaints filed against them with any regulatory authority or through Five Star Professional’s consumer complaint process, *Individually contributed to a financial settlement of a customer compliant filed with a regulatory authority, *Filed for personal bankruptcy, or *Been convicted of a felony.  Five Star Wealth Managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.  Scores reflect an average of all managers’ future performance.  Wealth managers may or may not use discretion in their practice and therefore, may not manage their clients’ assets.  Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.  The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine.  Five Star Professional is not an advisory firm.