William Emmons
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 Emmons is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 2014. He specializes in customized wealth strategies and planning, serving a diverse client base with focus areas that include college education planning, executive and equity compensation, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, and tax minimization.
He holds a Bachelor's Degree from the State University of New York System and professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). In 2018, William received the David Brady Award, an internal Merrill Lynch honor recognizing exceptional client service and community dedication. Outside of his professional work, William enjoys chess, cooking, football, golfing, gymnastics, watching movies, and spending time with his family. He is also involved with the community organization AVREUS.ORG.
Bank Of America N.A.
2014 - Present (12 years)
MERRILL LYNCH, PIERCE, FENNER & SMITH Incorporated
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")