William J. Thompson
Profile
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.
Former positions of William J. Thompson
| Companies | Position | End |
|---|---|---|
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. | Market Strategist | - |
Training of William J. Thompson
| Western Carolina University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
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. | Finance |
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