LPL Financial, Located at William Penn Bank

Working Toward
Financial Stability

What does that look like to you? It’s something we all want to achieve. With Investment Services, we’ll show you how to get there with confidence.

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Financial Planning

Looking for advice on how to plan for short or long-term financial goals? Planning to purchase real estate, starting a family, save for college, or master your retirement plan? Let us help find the services best suited for you.

  • Understand predictable income strategies for growth
  • Customize a plan to fund life’s important moments

Investments

Looking for guidance on how best to invest? We can help develop a plan tailored to work toward meeting your risk tolerance and financial goals.

  • Understand portfolio options
  • Create an investment plan
  • Explore opportunities for growth
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Money IQ

Retirement

Create a retirement plan that works toward success. Explore strategies that offer a mix of tax-deferred, tax-free, and taxable income to help you pursue your goals. Speak with First Investments advisors about IRAs and other investment options to pursue income stability for your retirement future.

  • Explore a variety of strategies designed to turn savings into a reliable source of income
  • Plan early for a relaxed journey later in life

Life Insurance

Plan for the unexpected. Review your coverage to help secure the future you and your family need for ongoing financial success.

  • Understand coverage options
  • Create a plan for your family’s most challenging moments
  • Explore options providing value over time
Money IQ
Money IQ

Trust & Estate Planning

Protect your legacy and explore opportunities for future financial wellness with trusts, estate planning, and tax strategies. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

  • Explore early financial savings options for children and dependents
  • Review options to support your favorite causes

Meet Your Wealth Advisor

Scott Wiese, CFP®
Scott Wiese, CFP®Wealth Advisor

Contact Info

515 S. White Horse Pike
Audubon, NJ 08106

Phone: (856) 656-2212
Fax: (609) 435-1910

s.wiese@lpl.com

Scott Wiese, CFP® has been a financial advisor committed to helping individuals and small business owners since 1993. Scott’s focused approach to his business is to provide the highest possible level of service to his clients.

With an emphasis on financial planning, retirement planning and income strategies, he uses a multitude of customized products to support his clients’ goals. No matter your current net worth, Scott will work with you to create a plan to work toward achieving your objectives.

Driven by providing goals-based strategies to his clients Scott often travels to meet where convenient or has virtual meetings to personally review strategies. Scott is associated with LPL Financial as an independent financial advisor. As an independent, he is under no obligation to work with specific firms, agencies, or products, allowing him to provide a wide array of products and services to his clients.

Prior to affiliating with LPL Financial, Scott worked for Sun National Bank as a Vice President and Senior Financial Advisor for 12 years. He was a financial advisor at PNC Bank from 1999 until 2005.

Scott earned his Bachelors in Economics from Rutgers University in 1991, and achieved his CERTIFIED FINANCIAL PLANNER™ certification in July 1999, doing coursework at Farleigh Dickson University.

In addition, he holds his FINRA Series 7 securities registrations with LPL Financial and is licensed in life and health insurance in NJ and PA.

Scott is married and is the father of three children. In his spare time, he enjoys bike riding and helping to develop today’s youth. He volunteers (and has throughout his adult life) for the Boy Scouts of America. Scott attained Eagle Scout in 1985 and was honored with the prestigious Silver Beaver in 2019. Scott is also a founding member of the Kiwanis Club of Bordentown and is a Past Master of Princeton Lodge No. 38, Free & Accepted Masons.

Broker Check

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. William Penn Bank is not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using LPL Financial located at William Penn Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of William Penn Bank. Securities and insurance offered through LPL or its affiliates are:

Not insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.

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