Bill Deacon is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, helps clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third-party investment managers’ strategies, funds, or portfolios. His approach to wealth management focuses on building long-lasting relationships with clients in order to understand their goals and objectives. Before making financial recommendations, he conducts a financial profile in order to understand each client’s needs and intentions in order to provide a customized investment approach to meet their needs.
Bill provides a high level of personal service and guides clients through the investment process including cash flow, retirement, education and estate planning strategies, and liability/debt management. Bill and his team are committed to providing outstanding service and communication with each client.