South Valley Wealth Management Names Bill Pon as Financial Consultant

For Immediate Release

Contact:
Martin R. Ledgerwood
President
South Valley Wealth Management
541.882.5488

South Valley Wealth Management Names Bill Pon as Financial Consultant   Klamath Falls, OR – October 3rd, 2011 – South Valley Wealth Management  is pleased to announce the addition of Bill Pon as financial consultant. Mr Pon will be located in the Bluff Drive Branch in Bend, Oregon. He will deliver personalized wealth management solutions and customized strategies to assist existing and potential clients  in obtaining their financial and investment goals.   

Mr. Pon comes to South Valley Wealth Management with experience as a financial advisor where his responsibilities included evaluating client personal financial goals and designing a holistic financial plan to meet those objectives. Pon also brings 22 years of experience in the commercial real estate investment/development field. He received a B.A. in Education from the University of San Diego. 

Mr Pon’s community involvement includes residing as past President of the Downtown Bend Business Association, working with local downtown business and property owners to build and maintain a thriving downtown business core. 

According to Martin Ledgerwood, President, “We are very pleased to welcome Bill to the South Valley Wealth Management family of employees. He brings the experience and strong financial background we are looking for to best serve our client’s financial goals and objectives in the Central Oregon Region.

South Valley Wealth Management, a wholly owned subsidiary of South Valley Bancorp, was established in 1984 as an independent investment firm doing business as Elliott-Ledgerwood & Co. Headquartered in Klamath Falls, Oregon SVWM serves clients with financial needs through full-service branches in Klamath Falls, Medford and Central Oregon. Services include wealth accumulation, wealth preservation, and wealth distribution. SVWM also offers retirement planning services that utilize a selection of IRAs and employer-sponsored retirement plans that accommodate a wide range of incomes, lifestyles and financial requirements.  www.southvalleywealth.com