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

Tate Williamson

Read definition of, CRPC®
Closelayer

CRPC®

A Chartered Retirement Planning Counselor (CRPC®) specializes in meeting the pre- and post-retirement needs of individuals and families, including asset management, retirement income, health and long-term care, and wealth protection and transfer.

End of layer

Financial Advisor

4480 Coffee Rd
Bakersfield, CA 93308

Office: 661.695.6081
Fax: 866.499.0942

close Find me at these other locations
 
 
Find me at these other locations
End of information panel.
 
 

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

Let's talk

661.695.6081


6RMYS 93308 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 plan and invest for what matters most to you.

I work with a team of investment associates on your behalf. Whether you're interested in learning more about investing, or ready to discuss a specific goal such as retirement or a child’s education, we can help. We'll 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 get and 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, my team and I are available to help you either in person at Bank of America®, 4480 Coffee Rd Bakersfield, CA 93308, 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 strategies 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.

As we work together to develop an action plan aligned to your needs, I'll offer advice and guidance about:

  • Investing for retirement

  • Investing for college

  • Investment choices

  • Large purchase

  • Small business retirement planning

No matter where you are on your investment journey, I can help: from working with you to develop a long-term investment strategy, to reviewing your progress and refining your strategy, to helping you maintain the retirement lifestyle you want.

Paying for education is one of the biggest expenses many families will face. I can help you set up a college investment plan or fine-tune one you already have in place.

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.


About me

I'm looking forward to discussing your goals, as well as learning about your other interests. In my free time, I enjoy:

  • Fishing
  • Golfing
  • Horseback riding
  • Reading
  • Spending time with my family
  • Traveling

Q: What is a Merrill Edge Financial Solutions Advisor™?

A: Financial Solutions Advisors are licensed investment professionals, trained to Merrill Edge's exacting standards. They're ready to offer advice and guidance help you pursue your financial goals.

Q: What services do Financial Solutions Advisors provide?

A: They can provide advice and guidance on investments while considering your current holdings, timing, risk tolerance, liquidity needs and financial circumstances. This strategy can include investment recommendations from Merrill Edge® as well as banking solutions from Bank of America®.

Q: How should I prepare for my meeting with a Financial Solutions Advisor?

A: Your meeting is a chance for you and the Financial Solutions Advisor to get to know one another and decide if a financial relationship makes sense. To get the most out of the meeting, you should be prepared to answer questions about what's going on in your life today and your goals for the future. The more you're able to share, the more effective the Financial Solutions Advisor can be in recommending investment choices. It would also be helpful to have relevant documents handy, such as: income statements (W-2 forms, pay stubs, tax documents), bank statements, investment statements, 401(k) statements and a list of your monthly expenses.

Q: How often should I expect to speak with a Financial Solutions Advisor?

A: We will check in periodically to help you stay on track. This will give you a chance to review your progress and adjust if there are changes in your life or in the market. Of course, you can always reach out if you have questions or need specific advice and guidance.

Q: Are there additional benefits for Bank of America customers?

A: Yes. With one login, you can view and instantly transfer money online from your Bank of America bank accounts to your Merrill Edge® investment accounts.Footnote 1 Plus, your Merrill Edge investment balances can help you qualify for Bank of America Preferred Rewards. If you're already a Preferred Rewards member, your balances can help you reach the next tier of benefits.Footnote 2

1 Certain banking and brokerage accounts may be ineligible for real-time money movement, including but not limited to transfers to/from bank IRAs (CD, Money Market), 529s, SafeBalance Banking®, Credit Cards and transfers from IRAs, Loans (HELOC, LOC, Mortgage) and accounts held in the military bank. Accounts eligible for real-time transfers will be displayed online in the to/from drop-down menu on the transfer screen.

2 You are eligible to enroll in the Preferred Rewards program if you have an active, eligible Bank of America® personal checking account and maintain a three-month average combined balance in your qualifying Bank of America deposit accounts and/or your qualifying Merrill Edge® and Merrill Lynch® investment accounts of at least $20,000 for the Gold tier, $50,000 for the Platinum tier or $100,000 for the Platinum Honors tier. The combined balance is calculated based on your average daily balance for a three calendar month period. SafeBalance Banking® accounts do not count toward the account or balance requirements, and do not receive the fee waivers and other benefits of the program. Certain benefits are also available without enrolling in Preferred Rewards if you satisfy balance and other requirements.

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

661.695.6081

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