Bill has been a financial advisor since 1993 and joined Merrill Lynch Wealth Management in 2003. Bill and his team oversee and coordinate the financial affairs of a select group of families.
A graduate of Boston University, Bill lives with his wife, Kimberly and their three children in Jacksonville Beach, Florida.
We focus on:
Investment Planning
Credit and Lending*
Risk Management
Trust & Estate Planning Services*
*Banking, trust, and lending services provided by Bank of America, N.A.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
