William Bidwill
William brings over eight years of experience in the finance industry, all with Merrill Lynch Wealth Management. He focuses on wealth planning, business retirement plans, and generational wealth transfer.
A proud Phoenix native, William is deeply invested in his community. He serves as a Secretary on the Board of Directors for Terros Health, and acts as an ambassador for both the Greater Phoenix Economic Council and the Fresh Start Women's Foundation.
William holds the Certified Plan Fiduciary Advisor Designation and is an active member of the National Association of Plan Advisors (NAPA) and the National Association of Stock Plan Professionals (NASPP).
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
