Bill Meerman, CRPS®, CPFA

Director - Retirement Plans

  • Focus: Helping plan sponsors with fiduciary considerations and helping plan participants with meaningful retirement benefits
  • Education: Executive Master of Business Administration, Xavier University and Bachelor of Science, Youngstown State University
  • Certifications: Chartered Retirement Plan Specialist SM (CRPS®), Certified Plan Fiduciary Advisor (CPFA)

Bill has more than 30 years’ experience helping companies all across the country manage their fiduciary responsibility and help their employees build retirement nest eggs.

Prior to joining Hamilton Capital, Bill held institutional consulting, financial advisory, direct sales and sales management, intermediary wholesale and wholesale management positions with some of the largest registered investment advisory, human capital management, mutual fund, banking and insurance institutions in the industry.

As Director – Retirement Plans for Hamilton Capital, Bill believes in fostering a prodigious client service experience by cultivating personal, community and firm relationships.

Bill is a proud father of two.

Bill’s son is a U.S. Army Combat Medic Specialist serving in the Ohio National Guard and attends the Ohio State University.  His adult daughter lives at home and has exceptional abilities.  Bill has devoted much of his volunteer time involved with organizations and causes which benefit those with intellectual and development abilities.