Merrill Lynch Financial Advisor William Merriam

We have been with Bill Merriam and his staff at Merrill Lynch for over 3 years now. We moved to Merrill because of recommendations of multiple friends who also work with him. Bill is upfront, conservative and steady. We are impressed with his knowledge and insight. We've had very good growth and feel we made the right move, having been with another investment from for over 25 years prior. We highly recommend meeting with him and seeing for yourselves that he is among the upper tier when it comes to expertise and experience.

Bill has been my advisor for over 12 years. He and his fantastic staff have guided me and my family through the volatile and smooth markets over the years. I am very grateful for the working relationship we have with Bill, his advice, expertise and knowledge have brought much peace of mind. I recommend him highly.

I moved my investment accounts to Bill and his team several years ago when it became clear to me that I needed a personal financial advisor rather than a broker. Bill has helped my family far beyond managing investment transactions, most importantly in developing a financial plan that provides peace of mind while dealing with the curve balls life throws our way. His support staff go above and beyond in the attention and assistance they offer.

I have planned, saved, and invested with Bill Merriam and his team at Merrill Lynch since 2005. His advice has been effective. We have achieved financial independence including early retirement. Bill has proven readily accessible for one on one consultations throughout our 13 year relationship.