William Applegate

Assistant Vice President, Senior Financial Advisor

520 Newport Center Dr
Newport Beach, CA 92660
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

Bill Applegate has been in Financial Services since 2001; joining Merrill in 2017 as a Financial Advisor. A graduate of the University of Southern California, he earned a Bachelor's Degree in Business Administration with an emphasis in Finance while participating in the Entrepreneur Program.

Bill's passion is to help families and small businesses prioritize and pursue the goals that matter most to them. In his practice, Bill focuses on financial strategies that leverage the vast resources of Merrill and the banking convenience of Bank of America.

Being a native of Newport Beach, California, Bill is active in the community, supporting programs such as the Hoag Hospital Platelet Donor Program, Newport Aquatic Center and Tarbut V' Torah, among others. Bill enjoys spending time with friends and family, his black Labrador Sam, golf and playing the guitar.

About Me

My mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you'd like to be tomorrow. I will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.

Meet Our Professional Staff
Diana M Ponzi
Wealth Management Client Associate
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Sara Burns
Wealth Strategies Advisor
Bank of America, N.A.
Eugene Becerra
Wealth Management Banking Specialist
About Merrill

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.

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William Applegate is registered to do business in CA, CT, DC, ID, MA, MI, MT, NY, PA, UT, WV.