Merrill Lynch Financial Advisor William David Barton

Merrill Lynch Financial Advisor William David Barton is a prestigious finance institution located at 100 Market Street in Portsmouth, New Hampshire, United States. Our team of talented and experienced individuals is committed to providing exemplary client service, setting the standard for wealth management. As a Wealth Management Client Associate and Resident Director Assistant, we focus on understanding your family, goals, and priorities to create a personalized financial plan that helps you pursue your financial goals while managing investment risk. We believe in a client-centric approach, where we work with you to address your financial needs and help you achieve your aspirations. Our team uses the latest research in behavioral finance to develop an investment strategy tailored to your unique preferences and goals. With access to the resources of Merrill and Bank of America, we offer comprehensive financial solutions to help you navigate the complexities of your financial life. Our mission is to help you stay on track towards achieving what matters most to you, adapting your approach as your life and goals evolve. Let us work together to help you reach your financial goals and live your best financial life.