Bill King
Bill King was Managing Director and International Wealth Advisor at Merrill Lynch Wealth Management. King was a 37-year Merrill Lynch lifer and a leading broker of Merrill Lynch’s King Conley Group before he resigned in 2023 while under review over potential unsuitable and unauthorized trades. His group developed strategies that build and preserve wealth, providing services such as asset management, insurance, retirement, and estate planning.
Bill King Professional Experience / Academic History
Professional Experience
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Managing Director and International Wealth Advisor
Academic History
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M.B.A., Finance
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B.S., Chemical Engineering
King spent over 35 years as a top-ranked Merrill Lynch broker. He co-led a team managing over $1.4 billion in client assets.
His group developed strategies that build and preserve wealth, and provided services such as asset management, insurance, retirement, and estate planning.
He resigned voluntarily amid complaints from at least 10 customers who raised concerns about mismanagement of their accounts.
RECOGNITIONS
Barron's Top 1,200 Financial Advisors, 2011-2020
Forbes America's Top Wealth Advisors, 2019-2022
Forbes Best-in-State Wealth Advisors, 2019-2022
COMMUNITY INVOLVEMENT
Indian River Community Foundation
Grand Harbor Outreach
Habitat for Humanity
Hibiscus Children's Center
United Against Poverty
Vero Beach Orchestra Boosters