Frank Russell Company Investment Manager

Russell was founded in 1936 and is the creator of the Russell Global Indexes, including the Russell 2000. Their purpose is to improve financial security for people by providing strategic advice, world-class implementation, state-of-the-art performance benchmarks, and a range of objectively researched, institutional-quality investment products. Their clients include banks and insurance companies, investment advisors, defined benefit and contribution plans, endowments, foundations and sovereign wealth funds. William T. Heidig, CFP® received training from the Russell Company in the selection, monitoring and benchmarking of investment advisors and mutual funds.

Upper Providence Township, Delaware County, Ethics Committee

The function of the committee was to receive and investigate complaints of violations of the township ethics policies and to refer matters to the appropriate person or agency for further action under existing laws. Willim T. Heidig, CFP® was  member of the committee, bringing his practical insights, guidance, and CFP® derived ethics to the board.

Church Elder

The elders are persons chosen from among the congregation and ordained for this service after appointment by the session to serve for a three year term. Elders retain their ordination for life, even though they serve fixed terms.  Ruling elders have a duty to inspect and care over all the members of the congregation. William T. Heidig, CFP® served as an Elder for his church with his role applied to his finance knowledge and care for the education of the congregation.

Securities Training Corporation, New York, NY, Licensed Series 7 NASD Securities License

The Securities Training Corporation (STC) started in 1969 by offering securities examinations preparation in a small downtown location. They are now the industry leader, offering security training today in forty-two cities nationwide.  William T. Heidig, CFP® attended training passed the National Association of Securities Dealers Series 7 that same year to begin his employment as an investment representative. 

Jaycees, Lancaster, PA - Financial Planning Chairman

The United States Junior Chamber (Jaycees) gives young people between the ages of 18 and 40 the tools they need to build the bridges of success for themselves in the areas of business development, management skills, individual training, community service, and international connections.  The Jaycees were established in 1920 to provide young adults opportunities to develop personal and leadership skills through service to others.  William T. Heidig, CFP® was active in Jaycees and led the Financial Planning Teaching efforts for Jaycees in the early 1980’s.

Honors/Awards:

Presidential Award of Honor (1983)

College for Financial Planning, Denver, CO - Certified Financial Planner Designation

Originally founded to formalize financial planning, set high standards, and establish a rigorous certification process for financial services professionals. In 1972, the College for Financial Planning introduced the Certified Financial Planner™ certification. CFP® certification has evolved into the world’s most recognized and respected financial planning credential, with more than 75,000 professionals having earned the designation. William T. Heidig, CFP® was the 1016^th recipient of this designation.  

Christiana Care Health System, Wilmington, DE - Market Analysis and Special Projects

Based in Wilmington, DE, Christiana Care Health System is one of the largest health care providers in the mid-Atlantic region.  The not-for-profit service provider includes two hospitals with over 1,100 hospital beds, a major regional Level-1 trauma center, a Cancer Center, a Rehabilitation Institute and family satellite physician offices.  William T. Heidig, CFP® was active in developing new and expanding services while measuring and improving patient satisfaction quality.