Bill, who has been a financial services professional since 1996, joined Merrill in 2005. He is a dedicated professional that is centered on building endurinig relationships with clients.
Bill understands that clients bring us more than their financial needs - they look to us to help make their lives better. He works with clients to understand their goals and aspirations and cut through the complexity of investing to provide professional personalized advice and customized strategies. This allows clients to concentrate their efforts on what matters most to them.
Bill is actively involved in Marietta Noon Lions Club, Club Ohio United Club Soccer, and Marietta High School Soccer.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
