William Holly

William Holly Email and Phone Number

Wealth Management Advisor @ Merrill Lynch Wealth Management
new york, new york, united states
William Holly's Location
York, Pennsylvania, United States, United States
William Holly's Contact Details

William Holly personal email

n/a

William Holly phone numbers

About William Holly

Bill joined the York office of Merrill Lynch Wealth Management in 1984. Bill is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. Bill has also earned the Chartered Retirement Planning Counselor™, CRPC™ designation.Bill graduated from Tufts University, is married and has a daughter. He enjoys spending time in Boothbay Harbor, Maine and his hobbies are golf, reading and crossword puzzles.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

William Holly's Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

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Wealth Management Advisor
new york, new york, united states
Website:
ml.com
Employees:
45157
William Holly Work Experience Details
  • Merrill Lynch Wealth Management
    Wealth Management Advisor, Senior Vice President
    Merrill Lynch Wealth Management Oct 1984 - Present
    View

William Holly Skills

Portfolio Management Iras Financial Advisory Investments Asset Management Retirement Fixed Income 401k Asset Allocation Series 7 Wealth Management Investment Management

William Holly Education Details

  • Tufts University
    Tufts University
    Bachelor'S Degree
  • The Choate School
    The Choate School
    High School Diploma/Ged
  • Thayer Academy
    Thayer Academy
    High School Diploma/Ged

Frequently Asked Questions about William Holly

What company does William Holly work for?

William Holly works for Merrill Lynch Wealth Management

What is William Holly's role at the current company?

William Holly's current role is Wealth Management Advisor.

What is William Holly's email address?

William Holly's email address is mk****@****ast.net

What is William Holly's direct phone number?

William Holly's direct phone number is +121223*****

What schools did William Holly attend?

William Holly attended Tufts University, The Choate School, Thayer Academy.

What are some of William Holly's interests?

William Holly has interest in Crossword Puzzles.

What skills is William Holly known for?

William Holly has skills like Portfolio Management, Iras, Financial Advisory, Investments, Asset Management, Retirement, Fixed Income, 401k, Asset Allocation, Series 7, Wealth Management, Investment Management.

Who are William Holly's colleagues?

William Holly's colleagues are Karen Hawthorne, Bob Ross, William Pastella, Maggie Kabajouzian, Christian Vail, Cfp®, Ruth Davis, Roxana Menendez.

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