PROFESSIONAL PROFILE
Bill and Brian Truscott are partners in the Truscott Group, a father-son wealth management team and part of Merrill Lynch Global Wealth Management in Clear Lake. The Truscott Group develops financial strategies for their client's personal and business needs. Offering a broad range of investment, retirement planning, insurance, and wealth preservation services, the Truscott Group delivers solutions tailored to fit each client's unique needs.
With over 25 years experience in corporate management and finance, Bill focuses on building portfolios that help clients reach their unique goals. Prior to joining Merrill Lynch in 2005, Bill was a Financial Advisor with Morgan Stanley for 8 years. He is a graduate of California State Polytechnic University with a degree in finance. Bill is married to his wife Cathy, has four children, and has a passion for sailing.
A graduate of Northwestern University in Evanston, IL, Brian worked in financial services for three years before joining Merrill Lynch in 2007. Brian is a Chartered Retirement Planning Counselor™ as well as a Certified Special Needs Advisor. He lives in the Clear Lake area, is involved in the Clear Lake Area Symphony Society, and is an avid golfer.