William J. Baxter IV
Portfolio Manager
William J. Baxter IV joined Baxter in January 2020. Prior to joining Baxter he was a Financial Advisor and Portfolio Advisor at Merrill Lynch Wealth Management, which he joined in 2017. William's focus is to put the client's needs first, recommending strategies encompassing their risk tolerance, liquidity needs, time horizon, and personal and financial goals.
William graduated from Colgate University with a degree in Economics in 2017 and enjoys sailing and playing hockey.