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We have been in the business of providing Financial services since 1953. You can be sure of good creative advice and courteous service in all your dealings with us.

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Staff

Professional Planning Associates has an experienced staff of planning experts on hand to assist you in the event that your representative is not available. You can be assured that when you call, someone will be there to assist you.
 
Below is a list of key personnel. Choose who you believe can best handle your question, then call 215.875.8666.
President Bernard I. Waters, CLU, RHU (click for bio)
Vice President David S. Waters, CFP, CLU, ChFC, RHU(click for bio) david.waters@lpl.com
Office Manager Shelly Waters
shelly.waters@lpl.com
Financial Consultant Andrew Arno, CFS (click for bio)
andrew.arno@lpl.com
Employee Benefits Administrator Kim Berardi (click for bio)
kim.berardi@lpl.com
Insurance Administrator Janice Walls (click for bio)
janice.walls@lpl.com
Investment Administrator Barbara Ricker (click for bio)
barbara.ricker@lpl.com
Retirement Planning Administrator Bonnie McGonigle (click for bio)
bonnie.mcgonigle@lpl.com
Administrative Assistant Meredith Waters
meredith.waters@lpl.com
  Joshua A. Waters, LUtCF (click for bio)
 JoshH2o@comcast.net

Jenkintown Office:
311 Nice Ave
P.O. Box 542
Jenkintown, PA 19046
215-885-8585
215-885-8588 FAX

Let Professional Planning Associates help you protect
your assets and grow your business.

To schedule an appointment, or for more information,
call us today at 215.875.8666

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Securities & Financial Planning offered through LPL Financial, Member FINRA/SIPC
The LPL representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
CA, CT, DE, FL, MA, MD, NC, NJ, NY, PA


The Offices at the Ben ● 834 Chestnut Street ● Suite 315 ● Philadelphia, PA 19107 ● 215.875.8666 ● 215.875.8745 FAX
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