William Burr

Background

About William Burr

As a Merrill Financial Advisor, Bill works to meet the unique financial needs of each individual, family, business owners, and entrepreneurs. He evaluates each unique situation and devises the best course of action to take in their personal and business lives so they can fulfill their dreams. Through his process, he articulates and prioritizes a client's needs and goals. By learning more about their target values, risk tolerance, time horizons and liquidity needs, Bill is able to create specific strategies to meet the short-term and long-term goals of each client. His group is focused on the following-Retirement Planning (IRA/ROTH, 401k, Keogh, SEP, SIMPLE, 403b)-Education Planning -Portfolio Analysis and Strategies -Insurance needs (Life, Health, Long Term Care)-Business Cash Flow Management -Business Banking Needs -Home Financing Needs through Bank of America N.A-Business Lending Needs -Estate planning Services Prior to joining Merrill Lynch Wealth Management, Bill was a professional basketball player and a President of a successful company focusing on professional athletes. Bill graduated from The College of New Jersey from their prestigious AACSB Accredited School of Business with a Bachelor's Degree in Finance. In the community, Bill has supported the Big Brothers Big Sisters Southeastern PA. He has been a long time proud supporter in the local communities helping with their efforts to improve their sports programs, develop local clean environment initiatives, and participate in events to fund Cancer Research. He currently resides in the Philadelphia area and enjoys traveling, basketball, snowboarding, and golfing.