William Bressler
Vice President, Wealth Management Advisor, Portfolio Manager
- Role
- Wealth Management Advisor, Vice President at Merrill Lynch
- Location
- Fort Lee, NJ, US
- LinkedIn followers
- 500 followers
About William Bressler
As a partner of The Jacobs, Corbin, Bressler Group, a boutique-style investment group within Merrill Lynch Wealth Management, I help multi-generational families, executives, and business owners achieve their financial goals with thoughtful, tax-sensitive investment guidance. I collaborate with my team and our clients\' outside advisors to provide potential solutions that support their current lifestyle, retirement income needs, and legacy goals. I graduated from Fordham University\'s Gabelli School of Business with a bachelor\'s degree and obtained the CERTIFIED FINANCIAL PLANNER® certification and Certified Plan Fiduciary Advisor® designation. I have been with Merrill since 2014 and have been recognized by Forbes in 2023 as a member of the \"Best-in-State Wealth Management Teams\" list (published on January 12, 2023. Rankings based on data as of March 31, 2022.) I have experience in alternative investments, portfolio and risk management, wealth transfer and legacy management, and banking and lending services. I am passionate about making a positive difference in the lives of the families and organizations I serve and the community I belong to. I am focused on helping you achieve your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. I curate sophisticated wealth management procedures, including: • Portfolio & Risk Management • Alternative Investments • Retirement Income Strategies and Planning • Wealth Transfer & Legacy Management • Banking, Home Financing & Other Lending Needs through Bank of America, N.A. NMLS ID: 12•••61 • 401(k) Retirement Plans • Life Insurance • Long-Term Care
Experience
Wealth Management Advisor, Vice President
May 2014 — Present
Education
Fordham Gabelli School of Business
Bachelor's Degree
2010 — 2013
Bergen Catholic High School
High School
2005 — 2009
Skills
- Retirement Planning
- Trust Services
- Portfolio Managment
- Estate Planning Services
- Collateralized Lending
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