William J. Thompson

William J. Thompson

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Finance
Consumer Services

Profil

Mr. William J.
Thompson
is Financial Advisor at Merrill Lynch Private Client Group.
He has been in the financial services industry since 1999 and joined Merrill Lynch in 2013.
B.J.
gives advice and guidance to high-net-worth families, professionals and business leaders in the areas of retirement planning, asset preservation and wealth transfer.
His focus is on income distribution and portfolio risk management strategies.
He is dedicated in delivering customized wealth management strategies based on each client's risk tolerance, time horizon, liquidity needs and overall investment goals, keeping the interest of clients at the centerpiece of his recommendations.
He holds a bachelor’s degree in business from Western Carolina University, where he also played basketball.

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Ausbildung von William J. Thompson

Western Carolina University Undergraduate Degree

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