Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Through a combination of extensive financial market knowledge, corporate executive experience, and a passion for coaching, my mission as a Financial Advisor is to help clients pursue their personal goals. I will work with you to define success, formulate a game plan to achieve positive outcomes, and simplify your financial life so you can pursue what’s relevant to you and the lives of your family.
As a coach, I have found the key to success lies in a simple yet well-designed game plan that is easy to implement, follow, and adjust. Everything I do takes the clients’ perspectives and priorities into account. I aim to help bring simplicity and transparency to the complexities of investing, making the intimidating task of planning for the future an exciting journey of managing, and helping reach your goals.
Bill Healey has over 30 years of financial industry experience in institutional asset management. He has spent most of his career as a Portfolio Manager, Trader, and Team Leader. Before joining Merrill in 2019, Bill held senior leadership positions at State Street Global Advisors (Sr. MD), GE Asset Management (Sr. VP), and MetLife (AVP). Most recently, Bill was Head of Active Fixed Income Portfolio Management and Global Rates at SSGA, where he was Lead PM on Core and Core Plus strategies serving both Institutional and Retail Clients. Bill also led a team of 12 Portfolio Managers with mandates in municipal securities, structured products, and global rates.
Bill graduated cum laude with an MBA in Finance from The Gabelli School of Business- Fordham University. He earned a BS in Business and Economics with a finance major from Lehigh University. Bill holds the Chartered Financial Analyst® designation.
Bill grew up in White Plains, New York, and graduated from Archbishop Stepinac HS. He has lived in Greenwich for the past 25 years with his wife, Sue. They have two boys, one in college at Lehigh and one at Greenwich High School.
Throughout my business career, I developed a passion for coaching and mentoring colleagues. I follow the deep-seated Merrill tradition of participating in the communities we serve by volunteering. I have coached youth sports in Greenwich for the past two decades. I currently coach football for the GYFL (Greenwich Youth Football League) Glenville Mavericks and am a Commissioner and basketball coach in the GBA (Greenwich Basketball Association), having served on the board for both organizations.
Fordham University, MBA
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Wealth Management Lending Officer
Bank of America, N.A.
Insurance Associate Specialist
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.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.