Willis & Associates bring over 40 years combined experience in wealth management and retirement planning, and focuses on the transfer of wealth over generations.
The team now consists of two generations of Financial Advisors, and works with third generation clients as a result of the trusted long term relationships built over time.
Accessibility to their clients, the highest quality of service, and experience through challenging investment environments define Willis & Associate's commitment to the families and businesses they work alongside.
Including the entire family in the financial planning process is important. Our financial advisors can work together with you to engage your family in planning strategies, often helping facilitate family finances discussions that may be difficult for you or other family members to initiate on your own.
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.
