Merrill Lynch Financial Advisor William Barton

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Investment management

About

William Barton is a financial advisor based in Portsmouth, New Hampshire, affiliated with Merrill Lynch. He provides investment advice and strategies tailored to individual client needs, focusing on understanding their life goals, risk tolerance, time horizon, and liquidity requirements. As a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA), William offers comprehensive financial planning services, including retirement planning and investment management. His practice is dedicated to serving individuals and families seeking to align their financial decisions with their long-term objectives.

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