Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Merrill Lynch
Wealth Management
Whatever your personal goals may be, I will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you with an
" abundance of service. "
Profile
Focus
As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and strategies that line up with their needs, goals and risk tolerance. I hold the FINRA Series 7, 63 and 65 registrations. I also hold the Certified Plan Fiduciary Advisor™ designation, along with insurance licenses in Life, Annuities and Long Term Care.
Background and Experience
Billy has served as a Financial Advisor for 26 years. Prior to Merrill, he was a First Vice President – Investment Officer at Wells Fargo Advisors. He was Director of Marketing and Membership for the Pete Dye Golf Club in Bridgeport, West Virginia. Billy also owned and held management positions in the new car and truck industry for 20 years.
A 1976 graduate of West Virginia University, he served as Head Student Athletic Trainer for the WVU Mountaineers.
Investment Process
In his role, Billy helps his clients with their investment needs and goals. He does this by developing a plan with these principles:
* Listen * Build
* Analyze * Manage
* Implement * Preserve
* Review * Transition
Away from the office
Billy volunteered at Medbrook Children’s Charity for 15 years, serving as a Charter Board member His service helped raise $800,000 for underserved children from Harrison County. He also served as Chairman and co-chair of the Harrison County American Heart Association Heartwalk for 10 years, raising $60,000 in his last year. He is a past board member of the Harrison County United Way and was the Charter President of the Shinnston Kiwanis.
Since graduating from WVU in 1976, Billy continues to co-chair events benefiting the Student Athletes at WVU. He serves on the Leadership Council of the WVU Cancer Institute. Billy also teaches “The Importance of Saving & Investing” at Notre Dame High School as a volunteer teacher.
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EDUCATION
West Virginia University
Create a plan that is all about you.
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.
Professional Staff
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.
Additional Resources
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.
Nicholas DiGregorio
Associate Investment Advisory Specialist
Merrill
Staying on Track
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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
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
Let’s Have a Conversation
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.
Articles
Why Merrill?
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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