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)
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