Bill Meerman
“I am committed to serving clients with integrity, purpose, and a drive to add value. By listening well, building trust, and connecting strategy to action, I strive to simplify complexity, inspire growth, and create lasting impact for organizations and their people.”
Bill is an accomplished financial professional with more than 38 years of experience serving institutions and plan sponsors, specializing in ERISA plans. His expertise spans financial service firms delivering investment advisory, asset management, and recordkeeping technology services, including regional and global banks, insurance, mutual funds, and registered investment advisory firms.
Bill develops long-term strategic frameworks for institutional portfolios, creating innovative retirement plan and investment solutions tailored to client needs, and fostering trusted, authentic partnerships with teams, stakeholders, and clients.
