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
(202) 862-2673 CONNECT WITH William
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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

We are finding that COVID may be a decision accelerator in where you work, live and manage finances. In 2020 the concept and need for transparent and decisive financial advice has never been clearer. The global pandemic and the human and financial toll story is still unfolding daily. The way our team has responded and advised during these difficult times is exactly the reason we do what we do and how we feel your adviser team should execute. The virtual/digital and for now less face to face way you consume financial advice has changed and we feel our experience and value proposition is worth your consideration.

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.

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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.

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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, Banking, Charitable & Planned Giving, Buying a Home, Career Change, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Job Loss, Startup, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources