William F. Medico III

William F. Medico III

Senior Managing Associate

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6297
Fax: (610)325-6230
E-mail:

  • Leaders Conference Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs.
  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)

Areas of Focus

  • Business Strategies & Estate Conservation Planning
  • Retirement Planning Strategies
  • Life Insurance Strategies
  • Disability Income Insurance Protection
  • Executive Compensation Plans
  • Wealth Distribution 
  • Wealth Accumulation Strategies
  • College Education Funding Strategies
  • Long Term Care Insurance Strategies
  • Charitable Giving Strategies

 

Bill Medico joined the Creative Financial Group in 2000 after graduating from Villanova University with a degree in finance. Raised in a family of business owners, Bill knows first hand the issues and challenges that face closely held businesses, particularly in matters of estate planning, business succession planning and retirement.

Bill is currently a Senior Managing Associate assisting in areas of recruiting and retention of new agents as well as supervision and vertical growth of existing agents.

Bill resides in Glen Mills, Pennsylvania with his wife Silvana and his twin children, Siena and William. He is an avid golfer and is also active in several charitable organizations, including the Variety Club.