Grandview Asset Management Team

We work with you to create a personalized road-map designed to guide you through life’s milestones. Our experienced team of professionals is here to  offer you unbiased advice and ongoing support. We strive to simplify your financial strategies. As an independent firm, we are focused on serving you and your needs!

William Parker

William J. Parker is the Chief Executive Officer of GrandView Asset Management, a firm which offers fee based money management headquartered in Harrisburg, Pennsylvania. The firm has been family run since 1962. William is also the Chief Executive Officer of GrandView 401k Advisors, which is an independent consulting firm that creates qualified and non-qualified retirement programs.

Read Bill Parker's full Biography

Bruce Smith
Investment Advisor
Bruce has over 30 years of experience in the investment management business working with IRA Rollovers, retirement plans, individuals, trusts and businesses. He is graduate of Lebanon Valley College with a Masters of Business Administration (MBA) and the Pennsylvania State University with a B.S. in Civil Engineering. He has been resident of the Harrisburg area for over 49 years, and has been and will continue to be active in the community.
Shari Stewart
VP Operations/Office Manager

After 20+ years in and out of the mortgage/banking industry, Shari joined GrandView Asset Management in 2015.

She also brings experience in sales, customer service and human services.  Shari oversees daily operations of the business and heads up the company’s marketing plan.  Shari is strong faith, family and friends and continues to help others through volunteer work and community outreach.

Kerri Dainty
Executive Assistant

Kerri joined GrandView Asset Management on October 3, 2016. After her husband retired from the Air Force in 2010, they moved to York, PA. She completed her BA in Business Management in March of 2016. Kerri has experience in Customer Service and in retail. Kerri worked for Army Air Force Exchange Services for years as they are on every Army and Air Force installation.

Wendy Derr
Administrative Assistant

Wendy worked for the Girl Scouts as a Data Manager prior to joining the team at GrandView Asset Management in March, 2017. She has extensive data and customer service experience. Wendy enjoys travel, spending time in the mountains, and listening to music.

Sharon Magaro
Account Payable Manager

Sharon has been working with GrandView Asset Management for over 9 years! Before joining our team, she retired from Verizon with 30 years service experience. Sharon’s initial duties at GrandView Asset Management were clerical, and in 2009, she advanced to become our Accounts Payable Manager.

Harry Burkett
Medicare Consultant
Harry Burkett has been an accomplished guest speaker in the financial and health industry for the past 25 years. He has developed multiple presentations that have been recognized on a national platform. The past 10 years his concentration has been as a Medicare specialist. Harry knows that no single approach is the right one for every individual. He listens to what your concerns are, what your goals are and provides you with the information to make an intelligent decision.
Thomas Parker
Thomas has worked as an intern for Grandview Asset Management under the direction of his father, William Parker, CEO. Thomas is currently attending Temple University at the Fox School of Business. Thomas is majoring in finance. Upon graduation from Temple University, Thomas plans on joining the firm as an investment advisor.
Barbara Myers
Personal Assistant
Barbara has more than 20 years' experience working in Client Relations and 10 years in the investment banking/brokerage business in Houston, Texas, where she worked for Merrill Lynch and Lehman Brothers Kuhn Loeb. She raised her two children in Austin, Texas, before returning to her native central Pennsylvania. Barbara enjoys walking and biking with her husband, and some of her favorite places to visit are New York City and Eagles Mere, Pa.
Ivan Amato
Ivan Amato our new intern currently attends West Chester University of Pennsylvania where he will be a junior and is pursuing to get a degree in finance. This summer he is looking forward to expanding his knowledge within the constantly-growing field of finance and couldn’t be happier to be here with us.

Call us for a free consultation at 717-541-1000!

As an independent, fiduciary advisor, our mission is to always put the client’s needs and objectives above our own. This easily sets us apart from other types of firms in the industry that may be held to a lesser standard than you would expect.

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, social security, personal savings and investments. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Wealth management is more than just investment advice, it incorporates all parts of a person’s financial life. The idea is that high net-worth clients benefit from the holistic approach we provide, coordinating all the services needed to manage their money and plan for their own or their family’s current and future needs.

Estate planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they’re carried out, even if you are unable to communicate. It can even designate someone to manage your financial affairs.