Morgan Stanley
47yrs
Top advisor by experience in Colorado
38yrs
William Epping has worked in the financial industry for 38 years and is a fiduciary financial advisor based in Greenwood Village, Colorado. William has been with Merrill since 1999. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 2121 advisors with offices in Greenwood Village, and one of 2050 fiduciaries.
At a glance
Experience38 years (since 1988)
How that compares ?Top 2% by experience in Greenwood Village
Office6400 S Fiddlers Green Circle, Greenwood Village, CO 80111
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 1999 – nowMerrillCurrent firm
Contact William
Local office(303) 689-0200Ask for William. (800) 637-7455Main office · New York, NY 6400 S Fiddlers Green CircleGreenwood Village, CO 80111Office · Get directions
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Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call William’s local office at (303) 689-0200 or the Merrill main office at (800) 637-7455, and ask for William Epping.
How long has William been a financial advisor?
William has been in the industry since 1988, about 38 years. Top 2% by experience in Greenwood Village.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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