William P. Milby,  CFP<sup>&reg;</sup> - Financial Advisor

William P. Milby, CFP®

Wealth Management Advisor/Vice President

Merrill Lynch

1152 15th St NW, 6th Fl
Washington, DC 20005
FINANCIAL ADVISOR'S WEBSITE
(800) 515-3066
(202) 862-2673
CONNECT WITH William
  • linkedin link

General

William Milby is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Merrill Lynch in Washington, DC and the surrounding communities.

Financial Advisor Overview

Over the last three decades I have been lucky to have a career in which I have helped individuals across the country pursue their financial goals with thoughtful, personalized and transparent guidance. My passion is fueled by knowing that, if people can articulate and disclose their true needs and desires, my team can make a lasting and positive difference to what matters most in their lives. Our team emphasizes on in depth customization and a commitment to service.  Our clients are disciplined savers, entrepreneurs, executives, families and modern households.

In my life I have three very important families.  First, and foremost, I am blessed to be married to my wife Brittany, and a have three amazing children. My second family is my team at Merrill Lynch who all share my passion for family first and who are equally dedicated and focused on providing exceptional service to my third family our clients.

My family and I enjoy being part of and giving back to our community.  Currently we are very focused on trying to address hunger in great Washington, D.C. area by volunteering with the Greg Gannon Canned Food Drive.  In this capacity we bring the community together to address the hunger problem that plaques our area.  I am also registered bone marrow donor and supporter of Be the Match.

More

Financial Advisor Experience

Three Decades

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Series 7, 63, 24, 27, 65

Insurance Licenses

  • Life insurance: VA, MD, NY, PA, WV
  • Health/disability insurance: VA, MD, NY, PA, WV
  • Fixed annuities: VA, MD, NY, PA, WV
  • Variable annuities: VA, MD ,NY, PA, WV

Broker-Dealer Affiliation

Merrill Lynch/Bank of America

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Career Change, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Job Loss, Retirement, Life Planning, Startup, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

More

Helpful Financial Planning Resources