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Bill Applegate Email & Phone Number

Senior Financial Advisor at Merrill Lynch Wealth Management
Location: Newport Beach, California, United States 6 work roles 1 school
1 work email found @emeryfinancial.com 1 phone found area 734 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email b****@emeryfinancial.com
Direct phone (734) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Merrill Lynch Wealth Management
Role
Senior Financial Advisor
Location
Newport Beach, California, United States
Company size
45157 employees

Who is Bill Applegate? Overview

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Quick answer

Bill Applegate is listed as Senior Financial Advisor at Merrill Lynch Wealth Management, a with 45157 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at emeryfinancial.com, phone signal with area code 734, and a matched LinkedIn profile for Bill Applegate.

Bill Applegate previously worked as Senior Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management and Mortgage Loan Originator at Home Point Financial. Bill Applegate holds Bachelor'S Degree from University Of Southern California.

Company email context

Email format at Merrill Lynch Wealth Management

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{first_initial}{last}@emeryfinancial.com
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AeroLeads found 1 current-domain work email signal for Bill Applegate. Compare company email patterns before reaching out.

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Profile bio

About Bill Applegate

My passion is educating, guiding, and connecting with people who need to make intelligent decisions about wealth management. One of the most satisfying things I do is help families and small businesses understand how they can build, preserve, and transition wealth to the next generation. I leverage my team's wisdom, Merrill's vast resources, and Bank of America's banking convenience to create each financial strategy.I welcome the chance to connect with you.

Listed skills include Mortgage Lending, Real Estate, New Home Purchase, Loans, and 50 others.

Current workplace

Bill Applegate's current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Senior Financial Advisor
new york, new york, united states
Website
ml.com
Employees
45157
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Company profile
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6 roles

Bill Applegate work experience

A career timeline built from the work history available for this profile.

Senior Financial Advisor, Assistant Vice President

Current
Merrill Lynch Wealth Management

Merrill Life Agency's California License Number 0522776

Aug 2017 - Present

Mortgage Loan Originator

Emery Financial
Feb 2015 - Feb 2016

Mortgage Loan Originator

Wj Bradley Mortgage Capital
Feb 2012 - Jan 2015

Mortgage Loan Originator

Emery Financial
Feb 2010 - Feb 2012
Team & coworkers

Colleagues at Merrill Lynch Wealth Management

Other employees you can reach at ml.com. View company contacts for 45157 employees →

AP Antonia Person Antonia Person Colleague at Merrill Lynch Wealth ManagementElk Grove Village, Illinois, United States View → CD Chad David Chad David Colleague at Merrill Lynch Wealth ManagementBaton Rouge, Louisiana, United States View → JD Jenne' Doleac, Cfp®, Awma™ Jenne' Doleac, Cfp®, Awma™ Colleague at Merrill Lynch Wealth ManagementMemphis, Tennessee, United States View → BC Brad Chiesa Brad Chiesa Colleague at Merrill Lynch Wealth ManagementPittsburgh, Pennsylvania, United States View → AD Ashleen Davey Ashleen Davey Colleague at Merrill Lynch Wealth ManagementChicago, Illinois, United States View → CM Courtney Meaney Courtney Meaney Colleague at Merrill Lynch Wealth ManagementNaples, Florida, United States View → JS Juan Sardinha Juan Sardinha Colleague at Merrill Lynch Wealth ManagementJupiter, Florida, United States View → FA Frederick Arnold Frederick Arnold Colleague at Merrill Lynch Wealth ManagementAthens, Georgia, United States View → CZ Courtney Zalinski, Cima® Courtney Zalinski, Cima® Colleague at Merrill Lynch Wealth ManagementMount Pleasant, South Carolina, United States View → ES Eric Sorensen Eric Sorensen Colleague at Merrill Lynch Wealth ManagementMiami, Florida, United States View →
1 education record

Bill Applegate education

  • University Of Southern California
    University Of Southern California
    Bachelor'S Degree
FAQ

Frequently asked questions about Bill Applegate

Quick answers generated from the profile data available on this page.

What company does Bill Applegate work for?

Bill Applegate works for Merrill Lynch Wealth Management.

What is Bill Applegate's role at Merrill Lynch Wealth Management?

Bill Applegate is listed as Senior Financial Advisor at Merrill Lynch Wealth Management.

What is Bill Applegate's email address?

AeroLeads has found 1 work email signal at @emeryfinancial.com for Bill Applegate at Merrill Lynch Wealth Management.

What is Bill Applegate's phone number?

AeroLeads has found 1 phone signal(s) with area code 734 for Bill Applegate at Merrill Lynch Wealth Management.

Where is Bill Applegate based?

Bill Applegate is based in Newport Beach, California, United States while working with Merrill Lynch Wealth Management.

What companies has Bill Applegate worked for?

Bill Applegate has worked for Merrill Lynch Wealth Management, Home Point Financial, Emery Financial, Wj Bradley Mortgage Capital, and Castlerock Lending.

Who are Bill Applegate's colleagues at Merrill Lynch Wealth Management?

Bill Applegate's colleagues at Merrill Lynch Wealth Management include Antonia Person, Chad David, Jenne' Doleac, Cfp®, Awma™, Brad Chiesa, and Ashleen Davey.

How can I contact Bill Applegate?

You can use AeroLeads to view verified contact signals for Bill Applegate at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Bill Applegate attend?

Bill Applegate holds Bachelor'S Degree from University Of Southern California.

What skills is Bill Applegate known for?

Bill Applegate is listed with skills including Mortgage Lending, Real Estate, New Home Purchase, Loans, Refinance, First Time Home Buyers, Investment Properties, and Loan Origination.

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