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.
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.
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.
On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...Read More >
My first real job was the U.S. Navy. I was 17 years-old and was leaving home and going to be “on my own” for the first time. The Navy taught me...Read More >