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Scott Bilheimer

Client Consultant
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

bilheimers@pfm.com
717.213.3831 office

Specialties
Asset Management

Education
BBA in Finance
James Madison University

MBA
Pennsylvania State University

Professional Designations or Licenses
FINRA Series 6 and 63

Started with PFM: 2013

Started in the Field: 2013

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Scott Bilheimer joined PFM in 2013 and is currently a client consultant for PFM’s Client Services Group, specifically providing service as a client advocate to PFM’s clients in the Midwest region. In his role, Scott focuses on providing superior client service by answering client calls regarding accounts, investments, providing reports to clients, and educating clients on current market conditions. Additionally, his responsibilities include customer service in everyday functions, such as client administration, onboarding new relationships, and providing marketing support.

SB
 
Contact

213 Market Street
Harrisburg, PA 17101

bilheimers@pfm.com
717.213.3831 office

Specialties
Asset Management

Education
BBA in Finance
James Madison University

MBA
Pennsylvania State University

Professional Designations or Licenses
FINRA Series 6 and 63

Started with PFM: 2013

Started in the Field: 2013

Print/Save as PDF

Download Vcard

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