William Enis
Advisor at Merrill
Updated today
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.
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.
Expertise
Wealth management
Retirement income strategy
Tax-loss harvesting
Work history
BANK of AMERICA, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner And Smith Incorporated
2011 - Present (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Stacey M
Series 66
Tupelo, MS
Edward Jones
John B
Series 63, Series 66
Pontotoc, MS
Edward Jones
Thomas B
Series 63, Series 65
Tupelo, MS
Merrill
Thomas Boyd is an Associate Resident Director and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1990, focusing on providing personalized wealth management strategies designed to help clients pursue their long-term financial goals. Drawing on Merrill’s investment insights and the banking and lending solutions of Bank of America, he works one-on-one with clients to create flexible strategies tailored to evolving market conditions. Tom Boyd holds a bachelor's degree in Finance and Economics from Marshall University. He is a Personal Investment Advisor (PIA) and attributes his competitive and disciplined approach to his background as a student athlete on Marshall’s 1987 NCAA tournament basketball team and the 1988 NIT tournament team. Tom and his wife Holly reside in Tupelo, Mississippi, with their three children. He is also involved in community volunteering, reflecting the Merrill tradition of active participation in the communities served.
Jake H
CFP®, Series 66
Tupelo, MS
Park Place Capital Corporation
Anthony S
Series 65
Tupelo, MS
Hardy Reed, LLC
Samuel W
Series 65
Tupelo, MS
Addicus Advisory, LLC
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