Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Through a combination of extensive financial market knowledge, corporate executive experience, and a passion for coaching, Bill's mission as a Financial Advisor is to help clients pursue their personal goals. He 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.
Through coaching, Bill has discovered that the key to success lies in a simple yet well-designed game plan that is easy to implement, follow, and adjust. Everything he does takes the clients’ perspectives and priorities into account. He aims 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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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
Bank of America, N.A.
Insurance Associate Specialist
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.