William Yates
Bill has been in the financial services industry since 1984 and joined Merrill Lynch Wealth Management in 2004. His focus and experience allow him to work (collaborate) closely with clients to help design long-term strategies to achieve their life’s goals.
Bill graduated from University of California Santa Barbara with a degree in Business/Economics in 1982. Married to Deborah and proud father of Daniel, Dayne Baylee and Bryson, grandsons Malcolm and Desmond.
His consultative process will customize a solution based upon the client’s individual risk tolerance, time horizon, liquidity needs and overall investment goals. Costs are also taken into consideration. Whether you are planning for retirement, saving for your children's education, buying a home, growing your business, building a legacy for your family or philanthropic.
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.
