user avatar

William Enis

Advisor at Merrill

Updated today

Location

Tupelo, MS 38801

Credentials

Series 66

Industry experience

14 years

About

William Enis serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With 21 years of investment experience, including 11 years at Merrill and 10 years in trust investments at SunTrust, he provides expertise in family wealth management strategies, managing new wealth, portfolio management services, tax minimization, and retirement income planning.

William holds a Bachelor's Degree from Mississippi State University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes creating personalized financial strategies tailored to clients' long-term goals and works closely with them one-on-one. In addition to his professional responsibilities, William participates in community volunteering and enjoys baseball, basketball, football, golfing, spending time with his family, traveling, and watching movies.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Retirement income strategy Tax-loss harvesting

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

144 S Thomas St

Tupelo, MS 38801

Most active in

Mississippi · Texas

Work history

BANK of AMERICA, N.A.

2011 - Present (15 years)

Merrill Lynch, Pierce, Fenner And Smith Incorporated

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Samuel W

Series 65

Tupelo, MS

Addicus Advisory, LLC

Samuel Webb is a financial advisor at Addicus Advisory, LLC in Tupelo, MS, holding a Series 65 designation with one year of industry experience. Prior to joining Addicus Advisory in 2023, he worked at Fiserv from 2018 to 2022. Addicus Advisory serves individuals, high-net-worth clients, corporations, business entities, and affiliated private pooled investment vehicles, managing approximately $275 million in assets with a 12-advisor team. The firm offers portfolio management, financial planning, consulting, and third-party manager oversight, using a mix of discretionary and non-discretionary strategies tailored to client needs.

Wealth management Private / alternative investments Business sale tax planning Retirement income strategy
user avatar

Robin H

CFP®, Series 63, Series 65

Tupelo, MS

Haire Wealth Management, Inc.

Robin Haire is a financial advisor with LPL Financial in Tupelo, MS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he sells fixed annuities and operates a wealth management DBA in Tupelo. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Annuities Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General retirement planning
user avatar

Ryan K

Series 65

Tupelo, MS

Addicus Advisory, LLC

Ryan Kelly is a financial advisor at Addicus Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has been with Addicus Advisory since 2015. Addicus Advisory serves individuals, high-net-worth clients, corporations, business entities, and affiliated private pooled investment vehicles. The firm offers portfolio management, financial planning, consulting, and third-party manager oversight, using tailored and model portfolios with ongoing monitoring. A significant portion of client assets are managed on a non-discretionary basis, allowing clients to retain approval authority before trades are executed.

Wealth management Private / alternative investments Business sale tax planning Retirement income strategy
user avatar

Andrew A

Series 63, Series 65

Tupelo, MS

Addicus Advisory, LLC

Andrew Adams is a financial advisor at Addicus Advisory, LLC in Tupelo, MS, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Addicus Advisory since 2015. Adams is involved in several business ventures, including serving as president of ABA Marketing, Inc., a marketing services company supporting Addicus Holdings and its subsidiaries. Addicus Advisory serves individuals, high-net-worth clients, corporations, and affiliated private pooled investment vehicles, managing approximately $275 million in assets with a 12-advisor team. The firm offers portfolio management, financial planning, and consulting, emphasizing customized strategies and ongoing monitoring, with a notable portion of assets managed on a non-discretionary basis.

Wealth management Private / alternative investments Business sale tax planning Retirement income strategy
user avatar

Stephen M

CFP®, ChFC®, Series 63

Tupelo, MS

Addicus Advisory, LLC

Stephen Miles is a financial advisor with Addicus Advisory, LLC in Tupelo, MS. He holds the CFP® and ChFC® designations and has 26 years of industry experience. Prior to joining Addicus Advisory in 2015, he worked at INVEST Financial Corp. from 2011 to 2016. Outside of his advisory work, he is involved in the sale and transfer of custom firearms through Metal Gear LLC. Addicus Advisory serves individuals, high-net-worth clients, corporations, business entities, and affiliated private pooled investment vehicles, managing approximately $275 million in assets with a 12-advisor team. The firm provides portfolio management, financial planning, and consulting services, tailoring advice and strategies to clients with an emphasis on non-discretionary management and ongoing monitoring.

Wealth management Private / alternative investments Business sale tax planning Retirement income strategy
user avatar

Anthony S

Series 65

Tupelo, MS

Hardy Reed, LLC

Anthony Savage is a financial advisor at Hardy Reed, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously in renovation services and response services. Hardy Reed provides financial planning, wealth management, and investment management to individuals, trusts, estates, and institutional clients. The firm uses a customized financial planning process with a focus on fundamental analysis and long-term strategies, and offers fiduciary services, pension consulting, and both discretionary and nondiscretionary portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")