Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Bill Fusco, CRPC® has over 30 years of experience as a financial advisor and has been with Merrill Lynch Wealth Management 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.
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.