Mr. Guthrie leads Skyline Wealth Strategies, a wealth management firm that provides Retirement Planning, Investment Management and various income enhancement strategies for HNW Clients and Endowments & Foundations.
Prior to joining Skyline, Bill was a Regional Manager heading Wealth Management for the state of New Jersey at Wells Fargo Private Bank. Bill led a team of experienced Investment Strategists and Fiduciary Advisors that work with HNW clients work toward their unique goals by providing investment management, trust and estate services, as well as specialized wealth services including legacy planning, real estate asset management, philanthropic and business advisory services.
Prior to Wells Fargo, Mr. Guthrie worked for Northwest Bancorp where he was a Senior Executive and head of Wealth Management. Bill has over 30 years of experience and has previously worked at BNY Mellon, Regions Bank and National City Bank.
Mr. Guthrie earned a Bachelor of Science (BS) in Pure Mathematics from the University of Pittsburgh, a Master of Business Administration (MBA) and a Master of Science in Tax Law (MST) from Duquesne Graduate School of Business and Duquesne Law School. Bill holds several professional designations including: Chartered Financial Analyst (CFA), Chartered Market Technician (CMT), Certified Financial Planner (CFP) and Certified Trust and Financial Advisor (CTFA).
Bill is active in the community having served on several not-for-profit and industry Boards. Mr. Guthrie has served on the Warren, PA YMCA Board, the Indianapolis Humane Society and the Market Technicians Association (MTA) Boards. Bill has also served as a member of the CFP Board of Professional Review, CFA Institute Advisory Board Committee, as an Arbitrator for FINRA Regulation Inc. Board of Arbitrators and four years as a grader for CFA Level II & III exams. Mr. Guthrie is a current member of CFA Institute, The Financial Planning Association, The Market Technicians Association and the American Bankers Association.
Bill resides in Austin, TX and has two children who live in Pittsburgh, PA.
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Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC. AE Wealth Management, LLC and Skyline Wealth Strategies, LLC are unaffiliated companies. Our firm does not offer tax or legal advice, and no information we provide may be construed as such.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
Skyline Wealth Strategies, LLC is a wholly owned subsidiary of Noble Capital Group, LLC.