William (Bill) McGowan

What sparked your interest in financial planning? What fuels you every day in your work?
My interest in financial planning began my junior year of college. I took a class titled “Money and Banking.” At the same time, I was also reading an introductory book on personal finance. During the class and while reading, I came to the realization that I knew very little about all the available financial tools and vehicles accessible to the everyday citizen. After finishing the book as well as the class, I was motivated to dive deeper into the world of financial planning for the purpose of bettering my own personal finances. The more I learned the more I desired to share that knowledge to help others manage their finances. I wake up and come to work every day with a passion to keep learning and to help others.

What’s the one thing people say you’re best at?
I am quite good at asking questions. I tend not to hold back with my inquisitions, and I am determined to learn the specifics about certain theories and instruments. I have a strong belief that by staying curious and diving deeper into a topic can lead to positive outcomes.

What do you enjoy most about working at Modera?
Too Easy. It’s my colleagues. The people I work with are some of the most dedicated and friendliest people I have ever met. They create an environment that encourages continued education, which is especially important to me as a recent college graduate. They come from all types of backgrounds and have extensive experience in the industry. I cannot imagine a better company to start my post-graduate career with.

Where did you grow up? Where do you live now?
I grew up in Downingtown, Pa. During my college years, I lived in Northeast Washington, D.C, and I currently reside in Phoenixville, Pa.