William Wickham, CIMA®

William Wickham began his financial career with Merrill Lynch in 1987 and earned his Certified Investment Management Analyst (CIMA) in 2003 and has been a discretionary portfolio manager for more than 20 years. He served as manager for the Palm Springs, Calif. Merrill Lynch office prior to moving to the Indian Wells office.

In 2012, Wickham joined Wells Fargo Advisors in Indian Wells and has been designated a Senior Vice President - Investment Officer and a PIM Portfolio Manager.

Bill and his wife Elizabeth have been married for 38 years and lived in Palm Springs prior to moving to Arizona in 2020. They have two adult children and support and volunteer for nonprofits including USA Swimming and organizations that provide support to victims of human trafficking. They enjoy hiking, traveling and the beauty of outdoors.

Bill is licensed in 25 states and has multi-generational clients who consult him for many aspects of their financial lives. He grew up in Rialto, Calif. and graduated with a Bachelor of Science degree in Business Management from the University of Redlands

CA Insurance License Number: 0683275. Resident State CA.