PROFESSIONAL PROFILE
Bill Garten is Assistant Vice President and Financial Advisor in Merrill Lynch's Hudson, Ohio office in Summit County. Bill is married to Vicki and has a daughter at the University of Vermont. Bill graduated from Marietta College in Marietta, Ohio and has been in the financial services industry since 1998 joining Merrill Lynch in 2006. Bill is President of the Country Club of Hudson and is a Deacon in the Presbyterian Church.
Bill is a big believer in Asset Allocation. He likes to personally sit down with his clients and anyone interested in becoming a client to discuss their financial goals in depth. Once Bill analyzes a client's financial situation and understands where a client currently stands financially, he then makes financial recommendations. With proper Asset Allocation and rebalancing Bill helps clients establish their proper portfolio mix based on their personal time horizon and risk tolerance. Once established Bill helps clients move forward revisiting quarterly what needs to be done to achieve their investment objectives.