Bender Private Wealth Management Group
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Meet Our Team

Supported by the global resources of Wells Fargo Advisors and its affiliates, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

William H. Bender

William H. Bender

  • CFP
  • CIMA
  • C(k)P
  • Managing Director - Investments
  • Senior PIM Portfolio Manager
William H. Bender

William H. Bender

  • CFP
  • CIMA
  • C(k)P
  • Managing Director - Investments
  • Senior PIM Portfolio Manager

As the founder of the Bender Private Wealth Management Group of Wells Fargo Advisors, Bill has been helping successful families, small businesses, and institutions manage their wealth since 1984. Bill is the team's lead strategist and also focuses on institutional investment consulting. He is qualified to help institutional clients and ultra-high-net-worth individuals with a broad range of services. Bill holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, awarded by the Certified Financial Planner Board of Standards, Inc. He also holds a Certified Investment Management Analyst® (CIMA®) designation.

Bill earned his bachelor's degree in business from Keystone College, where he was also awarded an Honorary Doctorate of Humane Letters after giving the commencement address in 2013. He formerly served as chairman of the board at both Keystone College and the Lackawanna County Red Cross. He is a former board member of St. Joseph's Children's Center, Jewish Family Services, WVIA, and the Scranton Cultural Center, as well as a former president of Scranton Tomorrow. A lifelong resident of Scranton, Bill and his wife, Maureen, have five children and 15 grandchildren. He enjoys golf, rooting for the Phillies, and spending time with his family.

Contact

  • Send a Message
  • (570) 341-1102

Education

  • Keystone College
  • University of Scranton
William H. Bender II

William H. Bender II

  • CFP
  • CIMA
  • CRPC
  • C(k)P
  • Senior Vice President - Investments
  • PIM Portfolio Manager
William H. Bender II

William H. Bender II

  • CFP
  • CIMA
  • CRPC
  • C(k)P
  • Senior Vice President - Investments
  • PIM Portfolio Manager

Bill joined the Bender Private Wealth Management Group as a financial advisor in 2006. He is a graduate of Scranton Preparatory School and earned a bachelor's degree in finance from Dolan School of Business at Fairfield University. He is a qualified advisor who helps institutional clients and ultra-high-net-worth individuals with a broad range of services. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, awarded by the Certified Financial Planner Board of Standards, Inc. He also earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation, as well as the Certified Investment Management Analyst® (CIMA®) designation.

Bill is an active member of the St. Joseph's Center board and the Red Cross Golf Committee. Bill and his wife, Christin, and their three children, Emily, Liam and Callie, reside in Scranton, PA.

Contact

  • Send a Message
  • (570) 341-1162

Education

  • Fairfield University
Dustin Bender

Dustin Bender

  • CFP
  • C(k)P
  • CIMA
  • CRPC
  • First Vice President - Investments
Dustin Bender

Dustin Bender

  • CFP
  • C(k)P
  • CIMA
  • CRPC
  • First Vice President - Investments

Dustin joined the Bender Private Wealth Management Group in 2010. Dustin is a qualified advisor who helps institutional clients and ultra-high-net-worth individuals with a broad range of services and uses an individualized approach to goals-based wealth management for high-net-worth individuals and families. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, awarded by the Certified Planner Board of Standards, Inc. as well as the Chartered Retirement Planning Counselor℠ (CRPC®) and the Certified Investment Management Analyst® CIMA® designation. Dustin is a graduate of Scranton Preparatory School and earned a bachelor's degree in finance from the Haub School of Business at Saint Joseph's University in Philadelphia. He is currently pursuing his Master of Taxation degree from the Villanova University's Charles Widger School of Law.

Dustin serves on the board of Boys and Girls Club, and resides in Scranton with his wife, Colleen, and their three children.

Contact

  • Send a Message
  • (570) 341-1118

Education

  • Saint Joseph’s University
Melissa Bender Simrell

Melissa Bender Simrell

  • CFP
  • C(k)P
  • CRPC
  • Vice President - Investments
Melissa Bender Simrell

Melissa Bender Simrell

  • CFP
  • C(k)P
  • CRPC
  • Vice President - Investments

Melissa has been working as a financial advisor with the Bender Private Wealth Management Group since 2006, using an individualized approach to goals-based wealth management and handling the team’s business management. As a retirement benefits consultant, she executes strategic retirement plan consulting services for new and existing clients. She is a graduate of Scranton Preparatory School and received her bachelor’s degree from the University of Scranton. Melissa went on to complete a professional study regimen and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the Chartered Retirement Planning Counselor℠ (CRPC®), and the Certified 401(k) Professional (C(k)P®).

A lifelong resident of Scranton, Melissa lives there with her husband, Chris, and their six children. She is a director on the board for the Wright Center for Community Health, as well as the Community Health Hub board.

Contact

  • Send a Message
  • (570) 341-1134

Education

  • University of Scranton
Kevin Bender

Kevin Bender

  • CRPC
  • Assistant Vice President - Investments
Kevin Bender

Kevin Bender

  • CRPC
  • Assistant Vice President - Investments

Kevin joined the financial services industry in 2013. Among his responsibilities with the team are managing the client contact system and client reviews. Kevin received a bachelor’s degree in finance from Temple University in Philadelphia, where he was enrolled in the Fox School of Business Honors Program. Kevin holds the Chartered Retirement Planning CounselorSM (CRPC®) designation.

A proud graduate of Scranton Preparatory School, Kevin resides in Scranton, PA.

Contact

  • Send a Message
  • (570) 341-1139

Education

  • Temple University
Brian Corbett

Brian Corbett

  • CFA
  • CFP
  • Financial Advisor
Brian Corbett

Brian Corbett

  • CFA
  • CFP
  • Financial Advisor

Brian began his career in the financial services industry in 2006, worked for Oppenheimer & Co., and returned in 2013. With the Bender Private Wealth Management Group, he focuses on reviewing the performance of investments and investment managers, financial reporting and analysis, and reviewing and working with institutions.

Brian holds the Chartered Financial Analyst® (CFA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) certifications. He received a bachelor’s degree in marketing from Fairfield University in Fairfield, CT, and he currently lives in Scranton, PA.

Contact

  • Send a Message
  • (570) 341-1140

Education

  • Fairfield University
Kathleen Buck

Kathleen Buck

    • Senior Registered Client Associate
    Kathleen Buck

    Kathleen Buck

      • Senior Registered Client Associate
      Kathleen has been with the Bender Private Wealth Management Group since 1993. She provides clients with a high level of attention, coordinating new account documentation and account transfers, and performing other administrative services. Having worked in the financial field prior to joining the Bender Private Wealth Management Group, Kathleen has a depth of knowledge of administrative services that is invaluable to the team's wealth management process. Kathleen and her husband have two children and three granddaughters, and they reside in Scranton, PA.

      Contact

      • Send a Message
      • (570) 341-1133
      Alison Riviello

      Alison Riviello

        • Client Associate
        Alison Riviello

        Alison Riviello

          • Client Associate

          Alison is the newest member of the Bender Private Wealth Management Group, joining in December of 2019. As a Client Associate, she provides clients with a high level of attention, coordinating new account documentation and account transfers, and performing other administrative services. She is a graduate of the Pennsylvania State University, where she earned a degree in communications. Having worked as both an event planner and an executive administrative assistant in the past, she is extremely detail-oriented and prides herself on providing clients with a high level of attention and service.

          Alison resides in Old Forge with her husband, Bryan, and their dog, Boomer. In her free time, she enjoys traveling and loves attending different sporting events and concerts.

          Contact

          • Send a Message
          • (833) 236-3371
          • 201 Lackawanna Ave
            Scranton, PA 18503
          • 570.341.1102
            833.236.3371
            Send a Message
          • Home
          • Who We Are
            • Our Team
            • Our Process
            • Our Philosophy
            • Our Services
            • Contact Us
          • Wealth Management
          • Institutional Consulting
          • Why Certifications and Designations Matter
          • Community Involvement
          • Our Insights
          • Login

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