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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.

William Sandry
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Location

Davenport, Iowa, United States