Your team
Williams and Associates
300 W Vine St
Suite 1000
Lexington, KY 40507
(859) 231-5226
Williams and Associates
Merrill Lynch Wealth Management
300 W Vine St
Suite 1000
Lexington, KY 40507
(859) 231.5226
(859) 231.5226
Learn more about an advisor's background on
We manage the affairs of high net worth families who want to achieve efficiency & certainty in their financial lives. We’re uniquely positioned as a multi-generational team to advise our clients in all of the phases of their lives. We utilize the vast resources of Merrill & Bank of America to help meet every client need.
We manage the affairs of high net worth families who want to achieve efficiency & certainty in their financial lives. We’re uniquely positioned as a multi-generational team to advise our clients in all of the phases of their lives. We utilize the vast resources of Merrill & Bank of America to help meet every client need.
Williams and Associates
Meet Our Team
Robert Williams,
CFP®, CPFA®, CRPC™
Vice President, Wealth Management Advisor
859.231.5248
859.231.5248
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jeremy Cron
Wealth Management Banking Specialist
Merrill
Don Livio
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Tracey VanNevel
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #470779
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.