Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Bill Fusco, CRPC® has over 30 years of experience as a financial advisor and has been with Merrill Lynch since 2005. He graduated from the University of Arizona with a degree in economics and has earned his Chartered Retirement Planning CounselorSM designation.
At the heart of his philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and service.
Bill advises clients on wealth accumulation, preservation, growth and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes: an in-depth understanding of a client's particular circumstances; defining specific objectives; portfolio development; liability management; tax minimization; asset preservation, with a specific emphasis on helping to assure a lifetime retirement income stream.
Working with business owners and executives, Bill advises and implements strategies for cash management, stock options, retirement, benefits, working capital, credit through Bank of America, N.A., liability management, and succession planning.
Clientele includes estates, trusts and endowments. Bill utilizes investment strategies designed to provide for liquidity, capital preservation, and income through investment-grade opportunities.
In addition to his economics degree and CRPC® designation, Bill completed the Northwestern University, Kellogg School Executive Mergers & Acquisitions program.|*Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
University of Arizona
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Wealth Management Lending Officer, NMLS #630008
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.