Bradley Williams
Senior Vice President, Senior Financial Advisor
- Role
- Senior Financial Advisor, Senior Vice President at Merrill Lynch
- Location
- Evansville, IN, US
- LinkedIn followers
- 500 followers
About Bradley Williams
Brad Williams, Senior Financial Advisor in the Merrill office in Evansville, IN, has 10 years of experience in financial services. Brad is focused on providing wealth management advice to individuals, families and organizations. He guides clients in the development of appropriate asset allocation strategies for their financial assets, and helps identify and implement the wealth management plan most appropriate to their needs. His goal is to be a trusted advisor to his clients, as they pursue their financial, investment, and wealth management goals. Over the past years, clients have included: families, individuals, business owners, physicians, trusts and estates. He graduated from Indiana University in 2003, where he earned a Bachelor of Science degree. Brad and his wife Jessica, have two children. They reside in Evansville, IN.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Experience
Senior Financial Advisor, Senior Vice President
Jun 2013 — Present
Education
Indiana University
Bachelor's Degree
1999 — 2003
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