Bill assists his clients with wealth accumulation, preservation, and transfer strategies through an integrated wealth management process. The process includes asset allocation, liability management, tax minimization, and asset preservation.
Bill also works with public and private organizations managing their retirement plans and providing cash management and business banking strategies.
Bill has been in the financial services industry for over fifteen years. He received an MBA from the Columbia Business School with a concentration in Finance, and holds a Bachelors degree with a concentration in Mathematics and Computer Sciences from the University of Richmond.
*Banking Services are through Bank of America, N.A.
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.
