Branch Office Profile
The Merrill Lynch San Francisco Office focuses on delivering wealth management strategies to high net worth individuals and businesses that draw upon the breadth and depth of our wealth management platform and Bank of America’s vast banking services. As one of the largest offices in the region, we use a disciplined investment strategy approach that begins by fully comprehending your current financial situation, risk tolerance level and future goals so we can give you hands-on advice and personalized financial reviews. Making use of our far-reaching capabilities in investments, retirement and financing as well as our access to banking services, we can work with you to create a strategy that addresses every aspect of your financial life. That kind of relationship is at the heart of what we do at Merrill Lynch. Together, we can help position you for future opportunities.
ABOUT THE MANAGER
As Complex Director of our San Francisco, Mill Valley, Napa and Santa Rosa offices, William is privileged to lead 190+ Merrill Lynch Financial Advisors. Together, they deliver a holistic blend of goals-based wealth management to affluent clients who have entrusted us with approximately $21 billion in assets and liabilities as of January 1, 2014. His primary responsibilities today include working with Financial Advisors to develop customer acquisition and retention programs and driving client centricity.
William brings over 20 years of financial services industry experience to his role. Before joining Merrill Lynch in 2014, William served as Managing Director at MetLife for the Greater Pittsburgh Agency between 2010 and 2014. Prior to MetLife, he managed Wells Fargo Advisors' flagship office in New York for six years and oversaw 85 Financial Advisors and 50 administrative/operations assistants.
William previously worked at Merrill Lynch as an Associate Director/Sales Manager in Florham Park, NJ from 2001 to 2005. He began his career at Merrill Lynch in 1995 when he was hired into Merrill Lynch's Professional Development Program. This program was a fast-track program where he played a role in Account Services, Marketing Research, Loyalty Marketing, and rolling out the firm's $2 Billion Technology platform. After spending two years in the Program, William joined the Paramus, NJ office where he served as a Financial Advisor for two years.
William's other professional experience includes the roles of Financial Analyst at Ford Motor Company, Loyalty Marketing Director at Chase Bank, and professional football player for the Seattle Seahawks.
William received his Bachelor of Science (BS) degree in Finance from Pennsylvania State University in 1991. Additionally, he received his Masters in Business Administration (MBA) from Pennsylvania State University in Marketing in 1995. William was a four year Letterman in football and voted co-captain in 1991.