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William Heath ChFC®

Financial Services Representative
16 Campus Boulevard Newtown Square, PA 19073


Billy joined Creative Financial Group after graduating Magna Cum Laude from The Citadel, The Military College of South Carolina. He dedicated his career to supply his clients with the resources and expertise needed to navigate complex financial obstacles and providing stability during uncertain times. Along with a team of trusted professionals, Billy offers guidance to his clients helping them reach their financial potentials. His mission is to provide clients with the information and resources they need to make educated and accurate financial decisions in a variety of areas through comprehensive state of the art solutions.


Billy’s comprehensive financial strategies encompass Business Succession Planning, Estate Planning, Advisory Services, Investment Planning / Consulting, and different varieties of Protection Planning. His promise is to provide The Citadel’s core values of Honor, Duty, and Respect to every client relationship while helping them battle adversity head-on.