William Burns
Will Burns is committed to providing clients a workable strategy in their efforts to pursue the lifestyle and financial future they desire. Will understands that each client is unique and takes the time to get to know his clients. He works closely with their attorneys and CPAs in order to tailor tax efficient strategies that align with their overall wealth and estate planning goals.
Will was born and raised in Atlanta, GA and moved to Tennessee to attend the University of the South. After graduating, he moved to Nashville to attend Belmont University College of Law where he earned his Juris Doctorate in 2016. While at Belmont Will focused his studies in the areas of family law, estate planning, and business and tax law. He is an active member of the Tennessee Bar although he does not provide legal advice in his role at Merrill.
Will is an active supporter of numerous charitable organizations and serves on the board of Saddle Up!, Christ the King Episcopal Church Endowment and the Loomis Charitable Foundation. Will has two young children, Dottie and Loomis. Will enjoys spending time with his family, playing golf, trying new restaurants, and enjoying a glass of wine.
***\*Will does not provide tax or legal advice in his role at Merrill***
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.
