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Wealth Management AdvisorSenior Vice President - Wealth Management1152 15TH STREET NW
I am a Wealth Management Advisor and Senior Vice President - Wealth Management in the Washington, DC office of Merrill Lynch. With over 25 years of experience in financial services, I hold CERTIFIED FINANCIAL PLANNER™ certification and Wealth Management Advisory designations and I’ve been a member of the Financial Planning Association since 1999.My team works with a select group of executives and families to plan and manage all aspects of their finances and investments. The planning process includes:(1) Wealth Management –We help our clients achieve financial well being by providing retirement planning, lifestyle cash flow management, investment advice, college planning, as well as access to banking, lending, and home financing services through Bank of America, N.A. (2) Trusted Advisor – Our goal is to be your first contact as you work toward your financial goals, explore new paths in life, pursue your dreams, and live life to the fullest. We meet regularly with our clients to review goals, monitor current strategies and review progress. (3) Home and Community – We understand that today people are concerned about issues such as where they should live in retirement, eldercare needs, as well as obligations to support adult children and parents. We educate, guide and support our clients through such life decisions. (4) Avoiding Retirement Pitfalls – While helping clients successfully navigate the complexities of Medicare and Social Security, we also proactively work to help our clients avoid common pitfalls of retirement including cost of healthcare and longevity risks/outliving your resources.My family and I reside in Northern Virginia. I am golfer, fitness enthusiast, and a Nationals, Wizards, Capitals and Steelers fan. I regularly volunteer to speak to groups on the benefits of developing financial strategies.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement
William Milby is registered to do business in : CA, CO, DC, FL, GA, IL, IN, MA, MD, NC, NJ, NM, NY, PA, TX, VA, VT, WI, WV
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