William Lange

Background

About William Lange

Named to the 2025, 2024, and 2023 Forbes "Best-in-State Wealth Management Teams" list as a member of the Nottingham, Walsh, Goodman, Pierce & Associates team (Published annually in January. Rankings based on data as of March 31, of prior year) Our clients: 1. Are located throughout most parts of the US. Have tax minimization strategies in place. Enjoy integrated planning for goals-based investing, retirement, business succession, and family planning. Have recently experienced a business exit or other major liquidity event. Maintain complex trust and estate gifting structures. Often use charitable giving as a strategic financial and legacy tool. I'm a CERTIFIED FINANCIAL PLANNER® professional on a thirteen-person Merrill Wealth Management team offering the intimacy and attentiveness of a boutique firm bolstered by the global resources and capabilities of Merrill and Bank of America. Who am I? I'm the spouse of a physician-scientist in training, a previous third-year medical student, and a former Davidson College Division I student-athlete, accompanied by a mini aussiedoodle named Hazel. Why do I enjoy my work? I have a passion for building meaningful relationships and providing guidance tailored to unique circumstances. Relationships and trust hold significant importance for me. I represent one of the top teams in the industry. We deliver over 120 years of collective experience in advising affluent families, business owners, doctors, C-suite executives, music & entertainment professionals and foundations. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.