Nancy Williams
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Macon, GA 31210
Credentials
Series 63, Series 65
Industry experience
41 years
Nancy Williams is a Wealth Management Advisor at Merrill Lynch Wealth Management. She brings extensive experience in wealth planning, focusing on personalized strategies that align with clients’ unique ambitions and long-term goals. Nancy works closely with clients to address priorities such as funding education, preparing for retirement, and managing healthcare costs. Her approach emphasizes transparency and simplicity in navigating the complexities of investing.
Nancy earned both her Bachelor's degree in Journalism and her MBA in Finance from the University of Georgia, completing her undergraduate studies in three years. She began her career at Dean Witter, the predecessor of Morgan Stanley, and has held positions at C&S Securities and Wachovia Securities before joining Merrill Lynch Wealth Management in 2016. She holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC).
Outside of her professional work, Nancy enjoys walking, cooking, reading, and travel.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
3920 Arkwright Rd
Macon, GA 31210
Georgia · Texas
Bank Of America, N.a.
2016 - Present (10 years)
Merrill
2016 - Present (10 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 years)
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