ChooseAFinancialAdvisor.com
Advisors / Illinois / Chicago
2yrs

William Wright

Financial advisor at Merrill

William Wright has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Chicago, Illinois. William has been with Merrill since 2025. 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 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.

Chicago, IL 60606Fiduciary advisor
Call the officeDirections

At a glance

Experience2 years (since 2025)
How that compares ?2 years in the industry
Office110 N Wacker Dr Pbig - Chicago, Chicago, IL 60606
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 ?1 state

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.

Series 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
    MerrillCurrent firm

Questions to ask William

Tailored to William’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About William

How do I contact William?

Call William’s local office at (312) 325-2767 or the Merrill main office at (800) 637-7455, and ask for William Wright.

How long has William been a financial advisor?

William has been in the industry since 2025, about 2 years. 2 years in the industry.

What licenses does William hold?

Series 66. 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.

Other advisors nearby

William Blair & Company
47yrs
Louise Lane
Financial advisor
150 North Riverside Plaza
Chicago, IL 60606
Top advisor by experience in Illinois
Fiduciary
Call Directions
Cohen Capital
47yrs
Michael Cohen
Financial advisor
303 East Wacker Drive Suite 2103
Chicago, IL 60601
Top advisor by experience at Cohen Capital
Fiduciary
Call Directions
Oppenheimer & Co.
47yrs
Paul Sortal
Financial advisor
500 West Madison Suite 3800
Chicago, IL 60661
Top 1% by experience in Chicago
Fiduciary
Call Directions
Merrill
47yrs
Francis Roche
Financial advisor
110 N Wacker Dr
Chicago, IL 60606
Top 1% by experience in Chicago
Fiduciary
Call Directions
William Blair & Company
47yrs
Stephen Elkins
Financial advisor
150 North Riverside Plaza
Chicago, IL 60606
Top 1% by experience in Chicago
Fiduciary
Call Directions
Morgan Stanley
47yrs
James Gillespie
Financial advisor
233 South Wacker Drive Suite 8600
Chicago, IL 60606
Top 1% by experience in Chicago
Fiduciary
Call Directions

See all advisors near Chicago