William J. Thompson

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

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.

Precedenti posizioni note di William J. Thompson

Società	Posizione	Fine
Merrill Lynch Private Client Group Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey.	Stratega di mercato	-

Vedi nel dettaglio l'esperienza di William J. Thompson

Formazione di William J. Thompson

Western Carolina University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private