William D. Gorman, CFP®
Bill Gorman is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Bill's mission is helping clients succeed.
Helping clients succeed centers on getting to know them in great depth and bringing professional focus and oversight to the multi-dimensional aspects of their finances.
Bill draws on thirty two years of business and financial experience to create value for clients in the following ways:
-helping clients understand problems, issues or opportunities in a new or different way;
-helping clients implement new or better solutions than they would have discovered on their own;
-helping clients leverage the resources of one of the largest financial services firms in the world.
-helping clients work closely with an extended network of tax, legal, insurance, retirement and banking specialists.
Bill is a graduate of St. Bonaventure University in Olean, NY, where he majored in Finance. He developed a background in corporate finance working with Chase Manhattan Corporation in New York. Bill began his career in wealth management in 2004 and was recruited to Merrill Lynch in August 2006.
Bill is a native of Pittsburgh, Pennsylvania. He and his wife Kathy, a native of Long Island, New York moved to Little Rock in 1991.