Through a combination of extensive financial market knowledge, corporate executive experience, and a passion for coaching, Bill's mission as a Financial Advisor is to help clients pursue their personal goals. He will work with you to define success, formulate a game plan to help achieve positive outcomes, and simplify your financial life so you can pursue what’s relevant to you and the lives of your family.
Through coaching, Bill has discovered that the key to success lies in a simple yet well-designed game plan that is easy to implement, follow, and adjust. Everything he does takes the clients’ perspectives and priorities into account. He aims to help bring simplicity and transparency to the complexities of investing, making the intimidating task of planning for the future an exciting journey of managing, and helping reach your goals.
Bill Healey has over 30 years of financial industry experience in institutional asset management. He has spent most of his career as a Portfolio Manager, Trader, and Team Leader. Before joining Merrill in 2019, Bill held senior leadership positions at State Street Global Advisors (Sr. MD), GE Asset Management (Sr. VP), and MetLife (AVP). Most recently, Bill was Head of Active Fixed Income Portfolio Management and Global Rates at SSGA, where he was Lead PM on Core and Core Plus strategies serving both Institutional and Retail Clients. Bill also led a team of 12 Portfolio Managers with mandates in municipal securities, structured products, and global rates.
Bill graduated cum laude with an MBA in Finance from The Gabelli School of Business- Fordham University. He earned a BS in Business and Economics with a finance major from Lehigh University. Bill holds the Chartered Financial Analyst® designation.
Bill grew up in White Plains, New York, and graduated from Archbishop Stepinac HS. He has lived in Greenwich for the past 25 years with his wife, Sue. They have two boys, one a recent Lehigh University Graduate and one at Greenwich High School.
Throughout my business career, I developed a passion for coaching and mentoring colleagues. I follow the deep-seated Merrill tradition of participating in the communities we serve by volunteering. I have coached youth sports in Greenwich for the past two decades. I currently coach football for the GYFL (Greenwich Youth Football League) Glenville Mavericks, having served on the board for the organization.
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.
