Our Teams

Client Service Team

• Anita Pfriem
  Client Service Associate
  513-898-3972

Experience:

For more than 40 years, Regional Director and Financial Advisor William “Bill” McKenna has assisted clients in a diverse range of wealth planning services, especially in the areas of estate and business succession planning. He currently oversees training in all PWA office locations and works with clients across the United States.

Bill is a graduate of Western Michigan University where he earned a Bachelor of Business Administration degree. He holds a professional CHARTERED FINANCIAL CONSULTANT (ChFC®) designation and frequently speaks at industry meetings around the country. He has also written for several publications, including Forbes.

A believer in serving the community, Bill is founder of the eye of the storm teen foundation which organizes teen community projects to help others in need. He is an advocate for Compassion International, which sponsors young children living in poverty.

Bill currently resides in Maineville, Ohio, with his wife Angie and their five children. For more than 20 seasons, he has been a photographer for the University of Michigan football team and does freelance photography in his spare time. He also has a passion for playing the piano.

Client Focus

• Business owners
• Entrepreneurs
• High-net-worth families and individuals
• Multi-generational families

Specialized Strategies

• Business succession
• Estate structuring
• Family wealth transfer
• Legacy planning
• Multi-generational planning
• Wealth management

Check the background of this investment professional on FINRA’s BrokerCheck.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.