Tate D. Williamson
Wealth Management Advisor, First Vice President at Merrill Lynch
Based in Bakersfield, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Bakersfield
Industry
Financial Services
Company size
35K
Contact information
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t•••••••@ml.com
Phone
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Background
About Tate D. Williamson
Our team delivers results by listening to the things that are important to you! Our consultative and goals-based approach to wealth management begins with developing a thorough understanding of the client's family and assessing their needs. After gaining insight into their goals, risk preferences, liquidity needs and personal values, I leverage my background in Agribusiness and Wealth Management-as well as the resources available to me through Merrill-to help clients live the life they've always imagined.*Merrill Life Agency's California License Number 0522776 *Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.
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