Bill Burrough
,
Senior Vice President, Wealth Management Advisor
4 Penn Ctr
Philadelphia, PA 19103
215.587.4744
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Our wealth management approach is about designing strategies to help turn goals into reality. When you succeed in meeting your goals we feel we have succeeded.
Profile

Bill Burrough is a Vice President and Wealth Management Advisor who has over 35 years of experience in the financial services industry. Bill has been a financial advisor with Merrill Lynch Wealth Management since 1989 in the Philadelphia office. He graduated from The College of New Jersey with a degree in Business Management and earned his M.B.A. from Rider College in Finance. Bill is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.  He carries the title of Portfolio Manager also.  He has helped individuals and small businesses meet their long-term financial goals through a systematic planning approach.

Having lived in the same community for over 50 years he has been active in coaching youth athletics, serving on the board of deacons at his church, teaching numerous investment classes and volunteering in various charitable activities. He lives in Southern New Jersey with his wife and two children.

When developing financial strategies, the advisors take a fully integrated, holistic approach that is tailored to each client’s particular circumstances and goals. This detailed process encompasses cash, risk and investment analysis that allows our clients to use their assets as efficiently and effectively as possible.

Their philosophy is to fully understand the individuals' goals, objectives, and risk tolerance before developing any client specific strategies to achieve those objectives. The advisors open and complete communication with clients helps prevent the pitfalls that may arise due to a lack of understanding by either party.

Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Interfaith Caregivers. He also recently joined the board of the Haddon Heights Senior Citizens Housing Corporation. Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.

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
Debra A O'Malley
Assistant Vice President, Wealth Management Associate
215.587.4775
Sering T Whitehead
No Officer Title, Wealth Management Client Associate
215.587.4786
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.
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
Janine Wallace
Wealth Management Banking Specialist
Merrill
John Ventura
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
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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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.
William Burrough is registered to do business in AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, ME, NC, NH, NJ, NM, NV, NY, OH, PA, RI, TX, VA, WI.