Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.
Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
William J. Mastalski
First Vice President / Wealth Management, Financial Advisor
About
William
Bill has been a Financial Advisor for the past three decades. Whether you are an individual with a small “nest egg” or a large company looking to invest for your employees’ retirement benefits in profit sharing, SARSEP, or 401(k) Plans, Bill, and his very capable team provide prompt, caring attention to client concerns.
Each client recieves recommendations based on his or her current financial data, specific financial needs or goals, and individual risk tolerance. As the client’s needs change, perhaps from growth of capital to generation of income, so can the recommendation Bill provides.
Bill has presented numerous seminars to a variety of organizations and businesses. In 1988, he received Rutgers University Home Extension’s Adult Education Award for his years of service in presenting Investment Seminars.
Although Bill’s main office is Janney’s Bryn Mawr office, he also works with clients in the New Jersey and Philadelphia area offices when this is more convenient for his clients.
Bill is a member of the Philadelphia Securities Association.
Bill is registered in many states and can continue to serve his clients even if they move from the Delaware Valley.
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Bao Trinh
Private Client Assistant
About
Bao
Bao is an indispensable member of Bill's team. He is responsible for all of the administrative aspects of Bill's practice, and is the first point of contact for clients.
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Beverly Williams
Private Client Assistant
About
Beverly
Beverly has been a part of Bill's team for over 9 years. She assists Bill in performing administrative duties relating to client questions, and needs. She also maintains Bill's appointment calendar.
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.