William Merriam Jacksonville

William (Bill) H. Merriam III is currently serving as Managing Director, Senior Resident Director, and Wealth Management Advisor for the Merrill Lynch South Point (in Jacksonville, FL), and has been providing wealth management advice since 1990. He earned a Bachelor’s Degree in Business Finance from Florida State University and holds the Certified Investment Management Analyst® (CIMA®) designation and CERTIFIED FINANCIAL PLANNER™ certification.

Merrill Lynch is a wealth management company and a division of Bank of America. It was founded in 1914 by Charles E. Merrill when he opened for business in New York City on Wall Street. The headquarters still remains in New York City in Manhattan and the company employs more than 15,000 financial advisors. These advisors manage over $2 trillion in assets.

William H Merriam III works in Jacksonville at:

Merrill Lynch

4800 E Deer Lake Dr,

Jacksonville, FL 32246

Phone: (904) 218-5931