William Epping

About William Epping

The Martin/Epping Group offers its clients valuable insight into understanding financial markets. Their program is customized to meet each client\'s individual investment objectives. The mission of the Martin/Epping Group is to provide personalized financial services based on the needs, wants, concerns and desires of their clients.Our Team works primarily with high net worth clients–individuals, business owners, executives and retirees. For many of their clients wealth was the outcome, not the goal. The Group assists their clients to make appropriate investment choices so that they can have the freedom to focus on the things that matter most to them including assisting aging parents, guiding their children to achieve their own goals, and supporting charitable causes. When necessary, Larry, Bill, Annette and Nate work directly with their clients\' other professional advisors such as estate and tax attorneys, accountants and business consultants to address the wide variety of client needs.

Experience

1. Wealth Management Advisor, First Vice President - Wealth Management

   Merrill Lynch

   Sep 1999 — Present

   Bill has over 25 years of experience providing financial and wealth management advice and services. Bill\'s primary focus is individual investments, and he advises clients and business owners wanting individual equities, fixed income, private equity, hedge funds, futures and option positions in their portfolios. In addition he implements asset allocations based on current macro-economic conditions.Some or all alternative investments may not be suitable for certain investors.Asset allocation does not ensure a profit or protect against loss in declining markets.Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Lynch Financial Advisor.

Education

• University of WIsconsinWhitewater

  Bachelor's Degree

  1983 — 1987

Skills

• Wealth Management Advisor