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Bill Bond, CRPC, CSNA

Merrill Lynch
Investment Advisor

Contact Information:

Fort Collins, CO 80525
United States

Years in Business:

 

2

Clients I'm Seeking:

 

Successful Business Owners with an eye for the future, and particularly those interested in helping the community.

About My Business:

 

Bill has been in the financial services industry since 2004, and joined Merrill Lynch in 2012. His focus on holistic planning and strategy implementation for high-net-worth individuals, and successful business owners. He helps them meet their short and long-term financial goals. Bill’s approach to wealth management is consultative, objective, and all encompassing, and he is committed to providing world class service. First, he takes the time to listen to and review client financial situations, preferences, and goals. He then asks probing questions to develop a full picture of where the client is, and where they want to go, paying particular interest to when they want to get there, and what it means to them to arrive at their destination. Next, he offers recommendations for asset allocations, and protection strategies designed to accurately reflect each client’s income and growth expectations, as well as time horizon, risk tolerance, and liquidity needs. He then follows up with discussions covering a wide range of opportunities, including investments, retirement, and estate planning services, business continuation planning, philanthropy and special needs areas. Bill holds the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning, an in depth course of study covering both individual and group retirement planning scenarios. He also holds the Certified Special Needs Advisor designation, an internal Merrill Lynch designation giving him deep knowledge on various solutions available to those with special needs, be they young, or old, and the planning available to provide for them.

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