One-on-one investment advice and guidance
Tate Williamson, Financial Solutions Advisor

Tate Williamson


Financial Solutions Advisor

38203 47th St E
Palmdale, CA 93552

Additional Locations

Office: 661.533.9827
Fax: 866.449.0942

close Find me at these other locations
 
 
Find me at these other locations
839 E Palmdale Blvd
Palmdale, CA 93550

End of information panel.
 
 

Learn more about this advisor's background on FINRA's BrokerCheck.

BrokerCheck helps you research advisors and firms.

Let's talk

661.533.9827


6RMYS 93552 tate-d-williamson Schedule an appointment
 
 
 

My name is Tate Williamson, and I'm a licensed Merrill Edge Financial Solutions Advisor™. I can help you save and invest for what matters most to you.

Whether you're interested in learning more about investing, or ready to discuss a specific goal such as retirement or a child’s education, I can help. We'll work one-on-one to design an action plan with specific investment recommendations based on your goals, risk tolerance, liquidity needs and time horizon. Together, we can review your progress and make adjustments as needed to help you stay on track.

I can also offer access to a broad range of Bank of America® deposit and borrowing solutions — from checking accounts, savings accounts and CDs to credit cards — to help you meet your immediate needs and long-term goals.

Whatever your investment needs, I'm available to help you either in person at Bank of America®, 38203 47th St E Palmdale, CA 93552, or by phone. Contact me to take advantage of a complimentary financial review and see for yourself how Merrill Edge® streamlines investing to help you invest for what matters most to you.

An action plan to pursue your goals

After a one-on-one conversation, you'll receive a Merrill Edge Roadmap® action plan designed to help you pursue your financial goals, such as retirement and college.Footnote *

Learn more »

Life stage planning

No matter where you are on your investment journey — just starting out, seeking to build wealth, nearing retirement or already retired — I can help.

Learn more »

Your life priorities

Answer a few simple questions, and you'll get a personalized collection of resources, tools and solutions to help you invest for what matters most to you.

Learn more »

Investor education

Whatever your level of investing experience, explore educational resources designed to deepen your understanding and help you make more informed investment decisions.

Learn more »

* Merrill Edge Roadmap® is available with a Merrill Edge Advisory Center™ account.

It starts with a conversation —
let's discuss your investment needs

661.533.9827

Schedule an appointment

Tate Williamson is registered to do business in: AZ, CA, FL, HI, NV, OR, TX

Supervisory Office:
23929 Valencia Blvd
Valencia, CA 91355
661.678.4472