Bill Gorman is a CERTIFIED FINANCIAL PLANNER™ professional and holds the CERTIFIED PLAN FIDUCIARY ADVISOR®, CPFA™ designation. Bill helps clients oversee the multi-dimensional aspects of their financial affairs with a focus on assisting these clients in building and preserving their wealth.
Achieving value for clients centers on getting to know them in great depth. In addition, Bill draws on over 40 years of business and financial experience to create value for clients in the following ways:Helping them understand problems, issues or opportunities in a new or different way;Helping them implement new or more appropriate solutions than they would have discovered on their own;Helping them leverage the resources of Merrill and Bank of America for an extended network of tax, trust, insurance, and banking specialists.
Bill is a 1981 graduate of Saint Bonaventure University in Olean, New York, where he majored in Finance. He developed a background in corporate finance working with Chase Manhattan Corporation in New York. Bill began his career in wealth management in 2004 and joined Merrill in 2006. Bill and his wife, Kathy, moved to Little Rock, Arkansas in 1991. They have been married over forty one years. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. *Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.