William J. Cuba, Jr., CLU®, ChFC, is a Financial Advisor with Reynolds Financial Advisors in DuBois, PA. Bill Currently holds his Pennsylvania Life, Accident, and Health licenses as well as his Series 7 & 66 registrations, respectively. He recently earned the Chartered Life Underwriter (CLU®) designation through The American College in Bryn Mawr, PA. This designation required the completion of 8 courses and 16 hours of supervised examinations covering life and health insurance, pension planning, insurance law, income taxation, investments, financial and estate planning, and group benefits. He also furthered his studies with The American College to earn his Chartered Financial Consultant (ChFC) designation.
After graduating in 1999 from Penn State University with a BS Degree in Economics, Bill began his career with Morgan Stanley in Pittsburgh, PA. He has also worked for Mellon Private Wealth Management, before deciding to move back to the local area be closer to his family, where he was employed by Ameritas Financial Services in Punxsutawney.
In June 2011, Bill joined the team at Reynolds Financial Advisors in DuBois. As an independent financial advisor, he is able to utilize many different financial products/companies to best match his clients’ unique financial situation.
To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck.
William J. Cuba, Jr. , CLU®, ChFC, is an Investment Adviser Representative of, and offers Securities and Investment Advisory Services through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser.