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.
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.
