William H. Merriam III

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Forbes Lists

Forbes Best-In-State Wealth Advisors (2024)

Florida - Jacksonville Area

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

Team Member - Best-In-State Wealth Management Teams (2024)

Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

About William H. Merriam III

Bill attended Florida State University where he received a degree in Finance. His professional career began in sales and sales management. In 1990 he transitioned to a career in wealth management services for individuals and businesses, joining Merrill. Bill is practiced in developing strategies designed for capital preservation, income generation and growth.

Bill strives to provide a comprehensive approach to wealth management for individuals and businesses. His goal is to treat each client the way he would want to be treated (golden rule) and to deliver investment guidance centered... Read More

The description above is provided by William.

William H. Merriam III's Awards

Forbes “Best-In-State Wealth Advisors” List 2018-2024

Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Investing involves risk, including loss of principal.

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