William Satkevich
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 Satkevich is a Financial Advisor with Merrill Lynch Wealth Management, serving clients on Cape Cod. He specializes in helping families build and maintain generational wealth through comprehensive financial planning. His approach involves understanding each client’s unique priorities to develop personalized strategies that address short-, mid-, and long-term financial goals.
William’s expertise spans family wealth management strategies, legacy planning, retirement planning, portfolio management, tax minimization, and investment strategies tailored for individuals, families, and specific client groups such as women and those in sports and entertainment. He also offers clients access to Bank of America specialists for additional banking, credit, home financing, and small business solutions.
He holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Bentley University. William’s personal interests include a variety of sports such as baseball, basketball, football, golf, ice hockey, and pickleball, as well as cooking, bowling, watching movies, and spending time with his family.
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2019 - Present (7 years)
McAdam Financial
2018 - 2019 (1 year)
The Cape Cod Five Cents Savings Bank
2018 - 2018 (1 year)
The Cape Cod Five Cents Savings Bank
2017 - 2017 (1 year)
The Cape Cod Five Cents Savings Bank
2016 - 2016 (1 year)
Bentley University
2014 - 2018 (4 years)
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