Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Bill has over three decades of trust investment, portfolio management and Family Office experience. Prior to joining Merrill Lynch Wealth Management, Bill worked at Calamos Wealth Management as Director of Family Office Services and Managing Director of the John Calamos Family Office. Bill Spent the previous decade with Oaktree Capital Management and Whittier Trust Company advising Family Offices and Ultra High Net Worth Individuals throughout North America on the merits of alternative investments and best practices. Before that he served as a Trust Officer and Portfolio Manager for sixteen years with Deutsche Bank Alex.Brown, Wells Fargo Advisors and BNY Mellon. While with DB Alex.Brown, Bill headed up the Private Client Division's discretionary account management program.
Bill has been a panelist and presenter at wealth management and Family Office seminars and forums and organized "best practices roundtables" nationwide. He began his investment career with investment banking firm Kidder, Peabody & Company.
Bill holds a Bachelor of Arts degree in Business Administration from Westminster College, concentrating in Accounting, and an M.B.A. from Miami University, Oxford, OH.
He is an avid golfer, sailor and lake enthusiast. In the past he has served on the Board of Directors of the Central Maryland Boys and Girls Clubs and the Richmond VA Cerebral Palsy Center and coordinator of his church's food locker for the homeless.
Bill has two grown children, is an active member of Grace Episcopal Church and resides in Hinsdale, IL.
*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
Senior Wealth Management Lending Officer NMLS # 543284
Wealth Management Banking Specialist
Wealth Management Banking 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 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
*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.