Call us 610-648-0700Get in TouchClient Login

"A Goal Without a Plan Is Just a Wish"
-Antoine de Saint-Exupery

   

Our Team

William Z. Suplee, IV

President and Founder

William Z. Suplee IV, CFA, CFP®, ChFC®, CASL, AIF, MBA, is President and founder of Structured Asset Management, Inc., a financial planning and registered investment advisory firm located in Berwyn, Pennsylvania.

Bill earned his bachelor's degree (Finance) from Ursinus College and his Master's of Business Administration (Finance) from St. Joseph's University in Philadelphia. He is a Chartered Financial Analyst® (CFA®) charterholder and a member of the CFA Institute as well as the CFA Society of Philadelphia (FAPHL). He is a Certified Financial Planner (CFP®) Certificant and member of the Financial Planning Association (FPA) and is the past President of the Philadelphia Tri-State Area Chapter of the Financial Planning Association (FPA – PTSA)  Bill also holds the Chartered Financial Consultant (ChFC®)) and Chartered Advisor for Senior Living (CASL) designations from the American College. In addition, Bill holds the Accredited Investment Fiduciary (AIF®) mark from the Center for Fiduciary Studies.

Bill has authored numerous investment and financial planning articles for newspapers and other industry periodicals including the Journal of Financial Planning,The Legal Intelligencer, the Main Line Times, The New Jersey Law journal, and The Daily Local. He has also been interviewed about financial matters on local and regional television as well as for Various Publications including The New York Times, The Christian Science Monitor, Investment Advisor, Retirement Advisor, and The 401(K) Advisor.

Bill is a third generation financial professional dedicated to bringing quality solutions to investors' concerns. Bill was a member of the Philadelphia Stock Exchange for twenty years and has extensive knowledge of equities, options, risk management, portfolio management, and foreign currencies. Bill has been an adjunct professor of Investments at The American College in Bryn Mawr, PA and for the College for Financial Planning.

Bill lives with his wife Mary and their daughter Juliana in Valley Forge, Pennsylvania.

Thomas L. Walker

Financial Planner and Investment Advisor

Thomas L. Walker, CFP®, ChFC®, MBA, is a financial planner and investment advisor at Structured Asset Management, a Financial Planning and Registered Investment Advisory firm located in Berwyn, Pennsylvania. He specializes in providing investment advice and planning services on a Fee-only basis. Tom provides both limited and comprehensive planning advice.

Tom earned his Bachelor of Science and Masters of Business Administration (Finance) degrees from The Pennsylvania State University in State College, Pennsylvania. He is a Certified Financial Planner (CFP®) Certificant and member of the Financial Planning Association (FPA). Tom also holds the Chartered Financial Consultant (ChFC®) designation from the American College.  Tom is a member of the National Association of Personal Financial Advisors (NAPFA®) as well as the Garrett Planning Network®.

Tom began his career with ARAMARK Corporation, where he served as both General Manager and Vice President. During his business career, he had bottom line responsibilities for the growth and profitability of numerous ARAMARK business units throughout the Northeast United States. During Tom’s tenure as a business executive, he developed in-depth skills in corporate strategic and budget planning, which he now applies to the discipline of personal financial planning. Tom has developed keen insights into the personal finance needs of business professionals, which he applies as a Financial Planner. Prior to joining Structured Asset Management, Inc. in 2011, Tom was an Investment Advisor at Millennium Wealth Advisors, Inc., Malvern, PA.

Tom lives with his wife Debbie in Malvern, Pennsylvania.

Latest Blog Posts

Sep 29, 2017 by Structured Asset Management, Inc.

Toys "R" Us filed for bankruptcy last week. This was amazing to me. I remember going there 15 years ago and finding the parking lot jam-packed, the lines at the checkout lanes long with people trying to go through with two or more shopping carts full of goodies. It was the place to go to buy supplies for toddlers and gifts for special occasions. In fact, Toys "R" Us and their companion store, Babies "R" Us, were once considered category killers. No one...

Sep 26, 2017 by Structured Asset Management, Inc.

I've seen a lot of headlines recently about investors worrying about what will happen when the Federal Reserve starts selling off this massive portfolio of bonds and mortgages they've bought over the last nine years. J.P. Morgan says it could be "disruptive", Investment News says we are "bracing" for these bond sales. My view is that the people at the Federal Reserve are a lot smarter than that.

Many people have the misconception that when...

Sep 15, 2017 by Structured Asset Management, Inc.

Equifax recently announced a massive data security breach, exposing personal identification information on as many as 143 million Americans. They have set up a website (equifaxsecurity2017.com) where you can check to see if you've been affected and enroll in one free year of credit monitoring and identity theft protection.

What other steps can I take?

It is always a good idea to monitor your own personal information and be...

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved