Bill McMichael

Bill McMichael, MBA EA, serves as a Financial Advisor and Investment Advisory Representative at Avantax since June 2023, while also maintaining a role as a Tax Accountant at McMichael A W CPA since January 2016. In addition to these positions, Bill holds titles as a Registered Representative and Investment Advisory Representative at LifeMark Securities Corp since January 2023, contributing to a firm recognized for its integrity and commitment to independent financial advisors. Bill's extensive background in finance includes previous roles as a Senior Financial Consultant at LPL Financial and Senior Vice President at PNC Bank, among others. Bill earned a Master of Business Administration in Accounting from the Penn State Smeal MBA Program and possesses a Bachelor's degree in Organizational Management from Eastern University.