William West

Advisor at Merrill

Updated today
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Firm

Merrill

Location

Easley, SC

Credentials

Series 66

Industry experience

23 years

About

William West is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in developing strategic, alternative, and tactical investment strategies. With 17 years of experience at Merrill Lynch, he focuses on areas including professional asset management, portfolio analysis, concentrated stock planning, and investment research. William consults with individuals to provide personalized investment management services, emphasizing asset allocation and structured investment plans that align with family financial goals such as estate planning and generational gifting using trusts, Trusteed IRAs, and GRATs. He supports clients in planning for current and future income needs.

William holds a Bachelor's Degree from Anderson University and is designated as a Personal Investment Advisor (PIA). He lives in Greenville, South Carolina, is a member of Westminster Presbyterian Church, and serves on the board at Anderson University.

Expertise

Concentrated stock management Wealth management Private / alternative investments General estate planning guidance Trust structures (GRAT, IDGT, revocable)

Work history

Bank Of America, Na

2009 - Present (17 years)

Merrill Lynch, Pierce, Fenner & Smith Inc.

2001 - Present (25 years)

Disclosures

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

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