William Moran

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Miami Beach, FL

Credentials

Series 63, Series 65

Industry experience

39 years

About

William Moran is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. He has spent his entire career at Merrill, focusing on providing an exceptional service experience to clients by employing a range of investment strategies and wealth-planning structures tailored to meet their financial needs. He serves as the Director of Merrill's nationwide LGBT Financial Services Team, which was the only such team on Wall Street at its inception and has since expanded to address the specialized needs of the diverse LGBT community.

Mr. Moran graduated with honors from Hiram College in Ohio prior to joining Merrill in 1986. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Throughout his career, he has received several recognitions including an Alumni Achievement Award from Hiram College in 2016, Honorable Mention in the 2007 Merrill Leadership & Inclusion Diversity Award program, Bank of America’s Global Diversity and Inclusion award in 2014, and the Business Leadership Award from the Capital Area Gay & Lesbian Chamber of Commerce.

Residing in Washington, DC for over 25 years, Mr. Moran has been actively involved with philanthropic and community organizations. He is a current honorary board member and former president of the Board of Directors for Food & Friends, a local nonprofit providing meals to individuals with HIV/AIDS and other life-threatening illnesses. He is also the former chairman and current board member of the Gay Men's Chorus of Washington DC.

Client services

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

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer

Demographic focus

LGBTQIA

Work history

Bank of America, N.A.

2011 - Present (15 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

1986 - Present (40 years)

Disclosures

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

Business activities & affiliations

Warmer team member

Not sure where to start?

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

Call (201) 292-4557

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")