Jeffrey Williams
Jeff Williams joined Merrill Lynch Wealth Management as a Financial Advisor in 2004. His practice is concentrated on helping retirees and small business owners fulfill their financial goals.
Jeff graduated from Michigan State University with a B.A. degree in Finance. He also received his M.B.A. from the University of Detroit-Mercy. Jeff has been registered in the financial services industry since 2001 and achieved his Chartered Retirement Planning Counselor™ , CRPC™ designation in 2007. He also has 14 years of prior experience in the commercial banking field. Jeff is married with two children and lives in Lake Orion, MI.
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.
