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Bill is the managing partner of the Terrell Group, with Merrill Lynch’s Global Wealth Management division. He is based in San Francisco, along with two business partners and a supporting team of associates. The Terrell Group develops customized wealth management solutions for entrepreneurs, individuals, businesses and charitable organizations. In addition, Bill and his team offers services to address life transitions such as retirement, divorce, loss of a spouse, sale of a business, or a career change. Bill and his team work directly with trustees to provide discipline in the investment process, develop prudent investment strategies, obtain appropriate diversification and asset allocations, and ensure timely rebalancing of the portfolio when needed. For more information, please visit us at http://fa.ml.com/terrellgroup.

William M. TerrellWilliam M Terrell
Sr. Vice President – Financial Advisor
PIA Program Portfolio Manager
The Terrell Group at Merrill Lynch
Phone (415) 274-6074
Fax (415) 335-4105
Email [email protected]

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