William H. Tallman, Jr., CFP®, CRPC®
Wealth Management Advisor, Senior Vice President
Since 1999, I’ve helped affluent families preserve and grow their wealth with purpose. Along the way, they gain clarity around strategies and opportunities that can help them pursue their financial goals.
I became a Financial Advisor after a 20-year career in the telecommunications industry, including experiences investing through Merrill. As an investor, I grew from the resources, support, and opportunities provided to me. When becoming a financial advisor, I wanted to provide clients with access to the same thoughtful service and resources. Today, I’m honored that I can help each person create the financial future they imagine.
While economies, the markets, and clients’ lives evolve, my goal is to be a steadfast ally. I bring a lifelong passion for the markets and investing, and enjoy helping each person understand the minutiae and make sound financial decisions.
With The Miller/Tallman Group, I focus on:
Developing and executing financial strategies
Analyzing and reporting investment performance
Collaborating with clients’ attorneys, CPAs, and other trusted advisors
In every step, I appreciate the uniqueness of every client. By uncovering their passions and dreams, I can design goals-based strategies intended to turn their visions into financial realities.