Bill Lorenz

Bill LorenzFounder, Co-President,
Advisor Teams

Bill Lorenz

Bill is responsible for attracting, growing, and championing our Indivisible Partners advisor teams, strategically guiding them as they forge and deepen their client relationships. In building our elite team of entrepreneurial advisors, Bill is unwaveringly committed to the firm’s belief that desired outcomes are a result of empowered advisors who offer trust, transparency, and world-class service to their clients in the relationships they forge with them.

Bill brings 30+ years of experience to our firm as the former Division Executive for the Northeast Division of Merrill Lynch U.S. Wealth Management. In this role, Bill oversaw 2,400 financial advisors plus their support staff and management. The division managed more than $367 billion in assets and liabilities that generated more than $2.4 billion in revenue annually.

Bill also served in the integration of Merrill Lynch with Bank of America as the Divisional Director for the Central/Southeast Division in 2009 as one of three divisional leaders. His division had more than 7,300 employees in over 260 different offices, representing more than $3 billion in revenue and $420 billion in assets and liabilities.

Bill started his wealth management journey as a financial advisor at Merrill Lynch in 1991, so he has a deep understanding of the challenges and opportunities advisors face in offering advice and building their businesses. Today, with his guidance and leadership, he is building an elite force of empowered, client-focused advisors.

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