William (Bill) Roberts is a Wealth Advisor with World Investment Advisors and a financial professional with more than 30 years of experience helping clients grow and preserve their wealth. Throughout his career, he has remained committed to delivering thoughtful, client-focused guidance across all phases of wealth management, with an emphasis on building long-term relationships grounded in trust, consistency, and personal service.

Bill’s experience spans a broad range of client needs, including investment planning, mortgage solutions, and retirement-related strategies. He believes strong financial guidance begins with understanding each client’s goals, maintaining a consistent planning process, and providing the support clients need to feel confident in the financial decisions they make for themselves and their families.

He began his career with TFS Securities and has continued serving clients through the evolution of the firm, now part of World Investment Advisors following the acquisition of TFS Wealth Management. That continuity has allowed Bill to support generations of clients with the same dedication and steady approach that have defined his practice for more than three decades.

Bill earned his bachelor’s degree in marketing and philosophy from the University of Scranton. He holds FINRA Series 6, 7, 24, 63, and 66 registrations.

Outside of work, Bill enjoys being “Papa” to his grandchildren, volunteering in the local community, playing golf, and mentoring young adults. His personal philosophy is that consistency in seeking excellence helps create confidence and trust with his clients.