Bill Shipman is a Senior Financial Advisor on Merrill’s Global Corporate & Institutional Advisory Services team. Bill leverages the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives. In working with clients to help identify their primary goals and needs—including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services—he commits himself to crafting financial strategies designed to help clients pursue desired outcomes, while building, managing, and preserving their wealth for current and future generations.
Bill grew up in Santa Clarita, California and went to Cal Poly San Luis Obispo. At Cal Poly, Bill played football and majored in business finance. He also holds the Chartered Retirement Planning Counselor™ designation.
While not at work, Bill enjoys spending time with his wife and son. He is active, being a former athlete, and enjoys golf, tennis, surfing, and snowboarding.
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.
