Member Login

SHAWN WILLIAMS

Merrill Lynch

As a Certified Exit Planning Advisor (CEPA®), Shawn Williams is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

{custom_meta_description=Shawn Williams - - Merrill Lynch - Creve Coeur, Missouri, city=Creve Coeur, display_country=United States, hs_object_source_detail_1=Find A CEPA (SEPTEMBER 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=shawn-williams, lname=Williams, hs_object_source_id=enrollmentId:1291468118949;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20SEPTEMBER%202024/WILLIAMS-SHAWN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Sept%202024.pdf, hs_createdate=1727442540933, cohortium_profile_title=Shawn Williams | Financial Advisor at Merrill Lynch | CEPA Connect Member, state=Missouri, id=16129094480, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Shawn Williams, email=shawn_e_williams@ml.com, cohortium_meta_description=Connect with Shawn Williams, a specialized Financial Advisor working with Merrill Lynch based in Missouri., associated_contact_record_id=26983301, website=https://www.ml.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20SEPTEMBER%202024/7897_Williams_CEPA-Certificate-2024-September.pdf, is_editable=editable, url_slug_2=shawn-williams, impersonate_user_url=https://exit-planning-institute.org/member-detail/shawn-williams?impersonation=true, full_name=Shawn Williams, hs_lastmodifieddate=1764932324758, phone=3143096821, company_name=Merrill Lynch, name=Shawn, hs_object_id=16129094480, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=63141, status=Published, hs_updated_by_user_id=49327279}
  • Advisor Type: Financial Advisor
  • Website:
    https://www.ml.com/
  • Phone: 3143096821
  • City: Creve Coeur
  • State: Missouri
  • Postal Code: 63141
  • Country: United States
  • Designations:
  • Markets Served:
  • Company Name: Merrill Lynch