Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
200 CONCORD PLAZA DRIVE
SAN ANTONIO, TX 78216
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William Fernandez joined Merrill Lynch in 2017 after 17 years in the financial services industry. He brings a wealth of knowledge and experience to the clients he serves: business owners, professionals, and retirees. William is focused on delivering a comprehensive approach to managing wealth that begins with carefully listening to clients' needs, and asking hard, smart questions to ensure every strategy is grounded in a deep understanding of what each client wants to achieve. His access to Merrill Lynch and Bank of America helps address the various complexities of clients' financial lives. He is driven by a passion for delivering excellent service and helping clients turn their goals into reality.
William earned his bachelors degree in International Business at St. Mary's University in San Antonio, Texas, and an M.B.A. in Accounting and Finance at Regis University in Denver, Colorado. He is an active member of the San Antonio Hispanic Chamber of Commerce, and A.C.T.S. team member at Our Lady of Perpetual Help Church in Selma, Texas. William enjoys archery, and spending time with his two daughters, Faith and Hope.
English & Spanish
Saint Mary's University of San Antonio
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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 give you peace of mind* that you're on track to help achieve what's most important to you.
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*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. 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.
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We will work to help you stay on track, regardless of what the markets are doing.