Bill Fusco, CRPC® has over 30 years of experience as a financial advisor and has been with Merrill Lynch Wealth Management since 2005. He graduated from the University of Arizona with a degree in economics and has earned his Chartered Retirement Planning CounselorSM designation.
At the heart of his philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and service.
Bill advises clients on wealth accumulation, preservation, growth and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes: an in-depth understanding of a client's particular circumstances; defining specific objectives; portfolio development; liability management; tax minimization; asset preservation, with a specific emphasis on helping to assure a lifetime retirement income stream.
Working with business owners and executives, Bill advises and implements strategies for cash management, stock options, retirement, benefits, working capital, credit through Bank of America, N.A., liability management, and succession planning.
Clientele includes estates, trusts and endowments. Bill utilizes financial strategies designed to provide for liquidity, capital preservation, and income through investment-grade opportunities.
In addition to his economics degree and CRPC® designation, Bill completed the Northwestern University, Kellogg School Executive Mergers & Acquisitions program.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
