William began his wealth management career in 2014 and joined Merrill Lynch Wealth Management as part of the Accelerated Growth Program in 2020; bringing with him extensive experience navigating the complex financial needs of affluent clients.  William obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification shortly after joining Merrill and leverages this best practice knowledge in providing advice to clients.

William’s unique process offers business leaders and entrepreneurs a holistic approach coupled with consistency and efficiency, focusing exclusively on the overall client experience.  Through empathy, understanding and connection William learns what matters most to clients, helping to both uncover and prioritize life goals.  William’s skill set of balance sheet analysis, cash flow management, retirement planning and portfolio construction establishes the necessary foundation providing clients confidence and optionality in strategic planning.

In Addition to earning his CFP® certification, William is a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. William’s investment thesis is focused on short-term volatility reduction and long-term risk management.  William leverages the full global scale and intellectual capital of the Chief Investment Office in portfolio construction and implementation.  Tax, liability and estate considerations are paramount when William acts as collaborator on behalf of and when working with clients’ full team of advisors.

William, his wife Jillian and their two boys, Alan and Bryant, live in Pound Ridge, New York.  William is an avid golfer and member of the Ross-Banks designed Whippoorwill Club in Chappaqua, New York.  The family enjoys spending time in Vermont where the two boys compete for the Alpine racing team at the Killington Mountain School.  William earned a bachelor’s degree from New York University, with a concentration in Economics, and is currently pursuing additional educational opportunities in Wealth Management.

*Global Wealth & Investment Management (GWIM) is a division of Bank of America Corporation. The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for GWIM clients, is part of the Investment Solutions Group (ISG) of GWIM. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.