About My Practice
Bill is a Senior Partner with Friebel Allizadeh & Associates at Merrill Lynch and has been in the advisory and consulting business since 1994. A graduate of Kettering University in Michigan, he joined Merrill Lynch in 2004 from a global consulting and advisory firm and holds the Certified Financial Planner™ (CFP®), Chartered Advisor in Philanthropy® (CAP®), Chartered Retirement Planning CounselorSM (CRPC®), Certified Divorce Financial Analyst™ (CDFA™) and the Certified Special Needs Advisor (CSNA) designations.
My client focus begins with listening to your needs and considering your unique situation by taking the time to fully understand who you are and what matters most to you. With this intimate knowledge about what you value most, I am able to help you establish objectives, develop and implement an appropriate strategy to connect all the pieces of your financial life. Keeping you on track is where I excel by conducting regular reviews to help you monitor your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or business.
My 8-person team has specific experience with retirement planning, professional wealth management, corporate education, income and estate tax minimization, wealth preservation, asset protection, philanthropic planning and college planning. We are committed to a client's financial success and delivering the highest levels of service over the long term.
Experience
Bill has been in the advisory and consulting business since 1994 and joined Merrill Lynch in 2004 from a global consulting and advisory firm. He is passionate about having a positive impact on client’s lives. With over 122 years of combined team experience serving clients in the financial services industry, Bill has achieved the following professional designations and qualifications:
- CERTIFIED FINANCIAL PLANNER™ – CFP®
- Chartered Advisor in Philanthropy® – CAP®
- Chartered Retirement Planning CounselorSM – CRPC®
- Certified Divorce Financial Analyst™ – CDFA™
- Certified Special Needs Advisor – CSNA
- Wealth Management Advisor – WMA
- Certified Financial Manager – CFM
Bill serves on the Board of Directors of his Rotary Club and CASA Child Advocates, the Advisory Board of Child Advocates (CASA), and is active with Rotary's Interact Club in the local high schools, and with his church. He is a Rotary Paul Harris Fellow and a recipient of the "Service Above Self" Award. Bill and his wife, Hayli, lives in The Woodlands, Texas, with their two daughters and two dogs.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 9, 10, 31, 66
Insurance Licenses
Life insurance: TX,FL, Health/disability insurance: TX,FL, Fixed annuities: TX,FL, Variable annuities: TX,FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Advisor in Philanthropy® (CAP®), CDFA™,
Broker-Dealer Affiliation
Merrill Lynch/Bank of America
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
