Bill McLaughlin is a Vice President and Financial Advisor who joined Merrill Lynch in 1988. Bill focuses on helping affluent individuals and their families achieve their financial goals through the offering of proactive strategies and long term solutions that address their risk tolerance, time horizon, and liquidity needs.
Bill's approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen and review the clients financial situation, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each clients expectations. Finally, he meets with the client periodically to review progress towards goals and offer various discussions covering other opportuniies in investments, retirement planning and estate planning services.
Bill leverages the in depth knowledge of the Merrill Lynch specialists in insurance and annuities, banking access and estate planning services to provide a broad range of financial strategies for affluent individuals. He will also work with a client's legal and tax advisors.
Bill is a 1978 graduate of Marist College with a B.A. in Communications. He is a native of the Hudson Valley and lives in Pawling with his wife Rebecca. They have four grown children and two grandchildren.
Allison Culley is a Registered Senior Client Associate who has been with Merrill Lynch since 2000. She received a Bachelor's Degree from SUNY New Paltz in 1983. Allison is responsible for administrative client requests and assists with client relations.