Eric Williams, Cfp®

Eric Williams, Cfp® Email and Phone Number

Financial Advisor at Merrill Lynch @ Merrill Lynch
new york, new york, united states
Eric Williams, Cfp®'s Location
Saratoga Springs, New York, United States, United States
Eric Williams, Cfp®'s Contact Details

Eric Williams, Cfp® work email

Eric Williams, Cfp® personal email

n/a
About Eric Williams, Cfp®

I work with high net worth families and institutions to develop personalized investment strategies based on each individual's unique goals and investment objectives. I counsel clients in a variety of advisory areas, including:• Investment management • Risk management planning• Retirement planning and projections• Education funding• Estate planning• Income tax planning• Life insurance and annuity planning strategies• Long-term care planningI am currently accepting new relationships with a $250,000 minimum investment portfolio.

Eric Williams, Cfp®'s Current Company Details
Merrill Lynch

Merrill Lynch

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Financial Advisor at Merrill Lynch
new york, new york, united states
Website:
ml.com
Employees:
45157
Eric Williams, Cfp® Work Experience Details
  • Merrill Lynch
    Vice President
    Merrill Lynch May 2017 - Present
    Albany, New York Area
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  • The Ayco Company, L.P.
    Vice President
    The Ayco Company, L.P. Jul 2012 - May 2017
    Latham, Ny
    Ayco's Personal Advisor ServiceCertified Financial Planner (CFP®)FINRA Series 7, 66NYS Life & Health
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  • The Ayco Company, L.P.
    Senior Client Analyst
    The Ayco Company, L.P. Dec 2007 - Aug 2012
    Latham, Ny
    Ayco's Personal Advisor ServiceManaged client relationshipsHelped provide support to other teams
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  • The Ayco Company, L.P.
    Senior Portfolio Administrator
    The Ayco Company, L.P. Aug 2005 - Dec 2007
    Latham, Ny
    Held a senior trading position within Ayco's Privileged Client Service trading and operations desk. Provided investment implementation and operational support for Ayco's high net worth clients.
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  • American Express Financial Advisors
    Marketing Intern
    American Express Financial Advisors Jun 2004 - Jan 2005
    Kingston, Ny
    View

Eric Williams, Cfp® Skills

Investments Retirement Planning Series 7 Investment Strategies Investment Management Personal Financial Planning Life Insurance Asset Allocation Mutual Funds Portfolio Management Certified Financial Planner Financial Planning Risk Management Wealth Management Estate Planning Financial Advisory Strategic Financial Planning

Eric Williams, Cfp® Education Details

Frequently Asked Questions about Eric Williams, Cfp®

What company does Eric Williams, Cfp® work for?

Eric Williams, Cfp® works for Merrill Lynch

What is Eric Williams, Cfp®'s role at the current company?

Eric Williams, Cfp®'s current role is Financial Advisor at Merrill Lynch.

What is Eric Williams, Cfp®'s email address?

Eric Williams, Cfp®'s email address is eric.williams@ml.com

What schools did Eric Williams, Cfp® attend?

Eric Williams, Cfp® attended Siena College.

What skills is Eric Williams, Cfp® known for?

Eric Williams, Cfp® has skills like Investments, Retirement Planning, Series 7, Investment Strategies, Investment Management, Personal Financial Planning, Life Insurance, Asset Allocation, Mutual Funds, Portfolio Management, Certified Financial Planner, Financial Planning.

Who are Eric Williams, Cfp®'s colleagues?

Eric Williams, Cfp®'s colleagues are Helen Tenedios, Matthew O'hara, Crpc™, Armando Olivieri, Cfp®, Eleazar Ayala, Jim Domke, Nathalie Santos, H. Garrison Coley, Cpwa®, Crpc™.

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