William Richardson

Attentive. Empathetic. Trustworthy. Professional. Knowledgeable. These are just a few traits - of many - that describe William's persona. As a Financial Advisor, William is passionate about two things: helping clients achieve long-term goals and relieving the perplexity that comes with investment planning.By supporting their financial goals and needs, William works with affluent individuals, families, small businesses and tech entrepreneurs. He provides a customized financial strategy using a vast amount of resources; I.e. Merrill investment products, Bank of America banking services, and Bank of America Private Bank specialists.The Merrill Lynch Wealth Management philosophy helps ensure the client is the focal point – not the market. This resonates with William's own beliefs, and ultimately, it was the reason why he joined Merrill's team. He believes that a client's goals and desired outcomes are of utmost importance.William graduated from the University of Arizona's Eller College of Management, with a degree in Finance. Outside of his career in Financial Services, William is an avid Bay Area sports fan. On the weekends, he enjoys outdoor activities, like fishing, hiking, and golf, as well as sipping local craft beer.If you want to discuss your wealth management strategies and goals, please call or email for an appointment with William.