Merrill Lynch Financial Advisor William M Healey

a personalized plan to help you pursue your financial goals and navigate the complexities of investing. With access to the resources of Merrill Lynch Wealth Management and Bank of America, we can provide you with a comprehensive approach to managing your wealth.

Located at 2 Pickwick Plaza in Greenwich, Connecticut, Merrill Lynch Financial Advisor William M Healey offers over 30 years of financial industry experience. Bill Healey's mission is to help clients define success, develop a game plan to achieve positive outcomes, and simplify their financial lives. With a focus on coaching and mentoring, Bill aims to bring transparency and simplicity to the complexities of investing, making the journey towards financial goals an exciting one.

Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, Bill Healey can help you design and implement a personalized plan to address your financial needs. By understanding your goals and priorities, he can offer tailored solutions to help you pursue what matters most to you.

Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, we can gain a deeper understanding of your financial situation and preferences, allowing us to customize a financial approach that aligns with your goals and values. By regularly reviewing and adjusting your plan, we can help you stay on track to achieve your desired outcomes.

At Merrill Lynch Financial Advisor William M Healey, we prioritize building a strong, one-on-one relationship with our clients, offering personalized investment strategies and comprehensive financial solutions to help you reach your goals. Let us work together to create a financial plan that reflects your unique personality and priorities, guiding you towards a successful financial future."