William Gay
First Vice President, Senior Financial Advisor
114 West 47th Street
New York, NY 10036
212.382.8576
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

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.


About Me
Welcome

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.

Meet Our Professional Staff
Keith Giles
No Officer Title, Registered Senior Wealth Management Client Associate
212.382.8461
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

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.

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William Gay is registered to do business in AZ, CA, CT, DE, FL, MA, MD, NJ, NY, OH, SD, VA, WY.