PROFESSIONAL PROFILE

William D. Gorman, CFP®, CRPC®
Senior Financial Advisor

Bill Gorman is a CERTIFIED FINANCIAL PLANNER ™ professional. He also holds the CHARTERED RETIREMENT PLANNING COUNSELOR, CRPC®, designation. Bill helps affluent individuals and families oversee the multi-dimensional aspects of their financial affairs with a focus on assisting these clients in building and preserving their wealth.

Achieving value for clients centers on getting to know them in great depth. In addition, Bill draws on over 30 years of business and financial experience to create value for clients in the following ways:

•Helping clients understand problems, issues or opportunities in a new or different way;
•Helping clients implement new or better strategies than they would have discovered on their own;
•Helping clients leverage the resources of one of the largest financial services firms in the world.
•Helping clients work closely with an extended network of tax, legal, insurance, retirement and banking specialists with integrity, professionalism and chemistry.

Bill is a 1981 graduate of Saint Bonaventure University in Olean, New York, where he majored in Finance. He developed a background in corporate finance working with Chase Manhattan Corporation in New York. Bill began his career in wealth management in 2004 and joined Merrill Lynch in 2006.

Bill and his wife, Kathy, moved to Little Rock, Arkansas in 1991. They have been married over twenty-nine years and have a son, Andrew.