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.

Client services

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

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.

Business activities & affiliations

Brittany W

CFP®, AAMS®

Greenville, SC

Wolff Financial

Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.

Women Professionals Married/Couples/Partners Dual Income Family Gen Y/Millennials (Born 1980-1995)

Daniel M

CFP®

Greenville, SC

Fiduciary Organization, LLC

Daniel is a passionate entrepreneur and financial expert who founded Woodmark Advisors and Fiduciary Organization (FIDO) with a mission to provide transparent, client-focused financial advice. With a commitment to the fee-only fiduciary model, Daniel created these firms to ensure clients receive advice free from conflicts of interest, rooted in their best interests. Woodmark Advisors was the first step in Daniel's journey, driven by a vision to redefine financial planning and investment management. Over time, the need to expand this vision led to the creation of Fiduciary Organization (FIDO), a Registered Investment Advisor (RIA) dedicated to fostering trust, education, and empowerment in the financial industry. Through these ventures, Daniel combines deep industry expertise with a strong belief in the power of unbiased advice, helping clients achieve their financial goals with clarity and confidence

ESG / Sustainable investing Founder/Business Owner Christian Faith Based Hispanic/Latino/Latinx Gen Y/Millennials (Born 1980-1995)

Nicole L

CFP®, Series 66

Greenville, SC

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Military & Veterans

Hampton W

Series 66

Greenville, SC

Fidelity

Hampton Williams is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. In this role, he partners with clients to define and help reach their financial goals. Prior to this, he held positions as a Planning Consultant from 2023 to 2024 and as a Workplace Planning Consultant from 2020 to 2023, all within Fidelity Investments. Throughout his tenure at Fidelity, Hampton has developed expertise in financial planning and consulting, focusing on helping individuals and workplace clients navigate their financial strategies. His experience spans multiple roles within the firm, contributing to a comprehensive understanding of financial advisory services. Outside of his professional work, Hampton's personal interests include running and tennis.

General retirement planning Income planning

Kevin W

CFP®, Series 66

Greenville, SC

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Scott L

CFP®, Series 66

Greenville, SC

Fidelity

Scott Long is a Financial Consultant who prioritizes client relationships and effective communication in his advisory role. He believes in providing guidance across all aspects of his clients' financial lives to support them through various circumstances. Scott's professional experience includes serving as an Investment Consultant at Charles Schwab from 2022 to 2024. Prior to that, he held positions at Equitable Advisors, first as a Financial Advisor from 2018 to 2020 and then as Vice President from 2020 to 2022. Outside of his professional work, Scott has interests in cooking and baking, fitness, football, golf, outdoor adventures, and skiing.

Wealth management Cash flow / budgeting
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