William J. Moran Jr., CRPC

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The William Moran Group seeks to provide clients with access to not only highly sophisticated financial strategies, but also an exceptional service experience. The group utilizes an extensive wealth management process that is consistent and disciplined. Clients include high net-worth individuals, families, businesses, associations and endowments.

Our team is acutely aware of your needs and concerns. Addressing your complex financial needs successfully will require a strategy that goes far beyond investment advice to integrate retirement planning services, access to banking services, trust and other considerations. It is only then that we can help you secure your financial future and make sure your legacy is carried out according to your wishes. We have both the knowledge and the experience to help you along this path.

Mr. William Moran has been with Merrill Lynch since 1986. He provides a wide array of investment services to clients. Bill is the leader of Merrill Lynch’s nationwide LGBT Financial Services Team. He is acutely aware of the specialized needs of the diverse LGBT community. Bill was awarded the 2014 Merrill Lynch Leadership & Inclusion Diversity Award. He is also a member of the Merrill Lynch Global Wealth & Investment Management Diversity & Inclusion Council.

Bill is a current member and former President of the Board of Directors of Food & Friends, a local non-profit that provides meals to people with HIV/AIDS and other life threatening illnesses. Bill is also a board member and the current treasurer of the Gay Men’s Chorus of Washington DC. Prior to joining Merrill Lynch in 1986, Bill graduated with honors from Hiram College in Ohio.

Ms. Cheronda Albury joined the team in 2014 as a fully-licensed client associate with over 20 years of experience at Merrill Lynch. Cheronda manages client service, supports the wealth management process, and holds administrative responsibility for the team.

williammoran1.png 3 months ago
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