William Coffey

William Coffey

Financial Analyst

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location of William CoffeyWashington DC-Baltimore Area

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  • Timeline

  • About me

    Wealth Management Advisor, Partner at RS Will Wealth Management

  • Education

    • West Virgina University

      1987 - 1991
      Bachelor's Degree
  • Experience

    • Johns Hopkins

      Nov 1992 - Nov 1993
      Financial Analyst
    • Legg Mason Wood Walker, Inc

      Nov 1993 - Feb 2006
      Financial Advisor
    • CitiGroup Global Markets

      Feb 2006 - Apr 2009
      Financial Advisor
    • Merrill Lynch

      Apr 2009 - Sept 2020
      Wealth Management Advisor, Senior Vice President
    • RS Will Wealth Management

      Sept 2020 - now
      Wealth Management Advisor, Partner
  • Licenses & Certifications

    • Personal Investment Advisor

      Merrill Lynch Internal
      Mar 2015
    • Certified Financial Planner

      CFP Board of Standards
      May 2004