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William Sandry

Senior Financial Advisor

William Sandry is a financial professional specializing in retirement planning and personalized financial strategies.

With a background as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, William Sandry offers expertise in managing personal finances and investments.

William helps retirees and soon-to-be retirees navigate complex financial decisions, providing tailored strategies to achieve their goals and secure their financial future.

His approach involves creating a clear financial outlook, implementing sound financial practices, and managing various accounts such as 401k, IRA, and brokerage accounts.

By developing long-term customized plans that consider market volatility and risk tolerance, William aims to help clients achieve financial confidence and successful outcomes in retirement.

William Sandry holds a Bachelor's Degree from the University of Kentucky, underpinning his academic foundation in finance and investment principles.

Highlights

May 3 · linkedin

Planning is an ongoing effort. Whether it's been a while since you looked at your plan or you just want a second opinion, we can help. Let's schedule a one-on-one consultation to evaluate your current plan, make sure it is aligned with your goals and look at ways we can help you navigate your personal financial journey. #DigitalMerrill

Apr 29 · linkedin

Wondering how interest rates are looking for the rest of the year? Join us for our webinar: Market Outlook 2021 on Tuesday, May 4th at 5pm. Visit our website to register.

William Sandry
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Location

Davenport, Iowa, United States