Financial Advisor, Merrill Lynch

William R Hooper

Senior Financial Advisor

Assistant Vice President


9 MELROSE DR
FARMINGTON, CT 06032

Phone: (860) 2842218
Email:

Directions to Branch

PROFESSIONAL PROFILE

With over 25 years of experience, Bill is dedicated to providing clients with the finest individually tailored approach to financial and investment strategies. At the heart of Bill's philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and service.


Having access to an array of specialists, Bill advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, education planning, liability management, tax minimization, and asset protection with a specific emphasis on helping to achieve a lifetime retirement income stream.


Because there are many areas of financial interest to his clients, Bill takes the time necessary to listen to and educate families and business owners about their choices and assist them in making thoughtful decisions appropriate for their current needs and aspirations.


Bill also holds the designation of Chartered Retirement Planning Counselor (sm) (CRPC®).

Loading Map...Loading MapQuest

William Hooper is registered to do business in:AZ, CA, CT, FL, GA, KY, MA, MD, ME, NC, NJ, NY, PA, RI

Reporting available on FA.COM Set-Up Tool
42286FFD (JCF*******803)