William Rosemeyer,
First Vice President, Wealth Management Advisor
I have worked for over 40 years in the investment business, with extensive portfolio management experience in both fixed income securities and equities. I hold a B.A. from Boston College in Economics, summa cum laude, as well as my M.B.A. in Finance from the University of Chicago. I hold a CFA® and am a Member of the Chicago Society of Security Analysts. I currently reside in the Chicago area with my wife of 37 years, Dawn.
I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of their financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
As a Merrill Lynch Wealth Management Advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue goals that matter most to them. I work with individuals and families to understand their financial situation, risk tolerance, time horizon and liquidity needs. I help them articulate their short and long-term goals, then work with them to establish a financial approach aligned with what they strive to achieve. I do so while combining personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America.
My ability to provide access to the investment insights of Merrill and the banking convenience of Bank of America allows me to help clients devise potential solutions designed to help preserve, grow and distribute their wealth. I strive to exceed client expectations through a proactive approach to communication, my attention to personalized service, and commitment to continuing financial education.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA® Institute.
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.
