Merrill Lynch Private Wealth Advisor William F Orr

Merrill Lynch Private Wealth Advisor William F Orr, located at 30 West Patrick Street in Frederick, Maryland, offers industry-leading research and expert analysis to help clients keep their priorities front and center. Specializing in managing significant wealth for a select group of families and individuals, the institution's mission is to simplify clients' wealth and lives, allowing more time for personal and professional pursuits.

The team at Merrill Lynch Private Wealth Advisor William F Orr includes private wealth advisors from Merrill Private Wealth Management and financial advisors from Merrill Lynch Wealth Management. Together, they work to meet the specialized needs of clients, building relationships based on trust and personalized service.

Cherie, a CERTIFIED FINANCIAL PLANNER™ with over 20 years of experience, guides clients through a discovery process to help articulate what matters most to them. She focuses on connecting all aspects of clients' financial lives and incorporates their goals into a dynamic planning process. Cherie works with multigenerational families, providing tools and resources to navigate family wealth dynamics and governance.

The institution's team has received recognition from financial industry publications and Bank of America Corporation, setting the standard for exemplary client service. Strategies designed to help clients achieve their goals include a goals-based wealth management approach that puts clients at the center of personalized strategies.

The senior members of the team, including Bill Orr and Tim Mellott, have worked together for over 30 years, building a client-centered culture based on teamwork and exceptional service. The team at Merrill Lynch Private Wealth Advisor William F Orr works with a select group of individuals, families, and family foundations throughout the U.S., providing a highly personalized experience that exceeds expectations.

With a planning-based approach centered on clients' unique wealth management goals, the team helps clients simplify and organize their wealth to align with priorities and core values. They offer forward-looking strategies for events such as inheritance or selling a business, as well as tax-efficient strategies for passing on wealth to future generations.

The institution aspires to provide a single source for all clients' wealth management needs by connecting them with a wide range of Merrill and Bank of America resources. With a commitment to cultivating deep relationships based on mutual respect, candor, and transparency, Merrill Lynch Private Wealth Advisor William F Orr helps clients pursue their most meaningful financial goals and create a lasting legacy for future generations.