William Miner
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
William Miner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1999 and joined Merrill Lynch in 2007, where he provides financial guidance to a loyal clientele of high-net-worth individuals and families. His client focus areas include education planning, family wealth management strategies, institutional investment consulting, retirement income planning, and small business strategies, among others.
William holds several professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both a Bachelor of Science degree in Finance, graduating magna cum laude, and a Master of Business Administration from Youngstown State University. Throughout his career, William has been recognized on multiple occasions by Forbes in their "Best-in-State Wealth Advisors" and "America’s Top Next-Generation Wealth Advisors" lists. He was also named to Forbes' "Best-in-State Wealth Management Teams" list as a member of the Miner Wealth Management Team.
Born and raised in Mahoning County, William resides in Lowellville with his wife, Melissa, and their three children. He participates actively in his community, serving on the board of Northeast Ohio Adoption Services and supporting organizations such as United Way, Rotary, and the American Heart Association. Outside of work, William enjoys coaching his children in sports, as well as traveling, playing billiards, golfing, and following football.
Bank of America, N.A.
2011 - Present (15 years)
MERRILL LYNCH
2007 - Present (19 years)
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