Steven Williams

Background

About Steven Williams

Steven received a Bachelor of Science in Finance from the University of Utah. Since joining Merrill Lynch in 1992, Steven has provided clients with a wide array of financial advice and investment services. He has received the designations: Certified Financial Planner™,a certification awarded by the Certified Financial Planner Board of Standards, Inc. and Chartered Retirement Planning CounselorSM,a certification awarded by the College for Financial Planning®. Steven is married with three children. He stays active in the community by coaching his children's football, basketball and baseball teams as well as with his church. Williams, Williams, Townsend & Associates at Merrill Lynch focuses on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives. Our client base is broad and diverse, from CEOs and corporate executives to entrepreneurs, attorneys to physicians, successful retirees to small business owners. Our philosophy is predicated on the belief that wealth has distinctly different needs and deserves a substantially different level of care. We understand that managing your finances in today's ever-changing and complex world demands unique approaches and sophisticated strategies. Since 1980, our group has operated in Merrill Lynch Wealth Management. Our goal is to help you build, manage, and protect your wealth, while consistently providing the highest level of service and integrity. By cultivating relationships established and built on trust, confidence, and mutual respect, we can become your primary source of financial advice and could be viewed as your essential partner.