Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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You know when people are paying attention—when they engage with what matters to you, when they work hard on your behalf, when they back up their words with demonstrated action.
At Williams, Jones & Associates, we look to be that kind of team for the clients we serve.
We’re a Merrill wealth management team that serves clients in multiple states in the U.S., helping them organize, grow, and steward their wealth more effectively.
We recognize that each client is different, with distinctive values, interests, and ambitions. We have a strong appreciation for the clients we serve—what they’ve accomplished, what inspires them, and what lies ahead. We draw on our collective strengths, working in concert to bring out the best in each other so that we can deliver a client experience that we believe is like no other.
Here are a few of the ways that we look to provide a different caliber of experience:
We strive for excellence. Clients come to us with complex issues. We’re skilled in helping them make sense of their situations, lending our technical insight, practical knowledge, and heartfelt service. We’ve seen a lot and done a lot as a team; that experience, we believe, lends an edge to the people we advise.
We ground our work in a written plan. We believe that a thorough plan is essential for any undertaking. For that reason, we begin each relationship by listening attentively and gaining an in-depth understanding of each client’s financial situation, short- and long-term goals, and aspirations. We then create a clear, documented plan for what lies ahead so that clients can benchmark their progress toward objectives. This plan evolves over time, reflecting the dynamic nature of each client’s interests.
We take our work very seriously. We know your finances are more than your investments. They are your past and your future, your security and your aspirations for your life ahead. We approach our work with that gravity in mind, treating your financial life with the integrity it deserves.
We have a refined skillset. Speak with us for a few minutes, and you’ll likely hear some thoughtful questions and innovative ideas. We look to offer clients our best thinking, drawing on our background in accounting, investing, strategy, and coaching. Our education, experience, and professional designations attest to our desire to deliver a differentiated experience to the clients we serve.
We find joy in our work. Our practice is people focused. We care deeply about the people we serve and about each other. We’re a collegial team, and that harmony, we believe, translates into better outcomes for the clients we advise. When clients share their goals with us, we are motivated by genuine energy and enthusiasm, honored to have a meaningful impact on their lives and the lives of the people they cherish.
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.
Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
Supported by the global resources of Merrill, our 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 Banking Specialist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #695364
Wealth Strategist
Merrill
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.
We understand that both your life and the financial markets can change over time. By 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
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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