With over 35 years of experience, Bill is dedicated to providing clients with the finest individually tailored approach to financial and investment management strategies. At the heart of Bill's philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and service.
Having access to an array of specialists, Bill advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, education planning, liability management, tax minimization, and asset preservation with a specific emphasis on helping to achieve a lifetime retirement income stream.
Because there are many areas of financial interest to his clients, Bill takes the time necessary to listen to and educate families and business owners about their choices and assist them in making thoughtful decisions appropriate for their current needs and aspirations.
Bill also holds the designation of Chartered Retirement Planning CounselorSM (CRPC®).
Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
