Will Walter

Meet Will

Will is a Wealth Advisor based in the New Orleans, Louisiana area. He joined Mercer Advisors after serving at First Horizon Bank as Sr. Financial Advisor. Previously he held wealth management roles at JPMorganChase, Morgan Stanley, and UBS, and he ran a tax service franchise for 14 years. Will began his career in financial services in 2003. He earned a B.S. degree in accounting from Liberty University, and he is a CERTIFIED FINANCIAL PLANNER® professional.

Will’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Will has focused experience in these areas:

Planning for retirement, from high-earning years to long-term income strategies
Complexities of inherited wealth, from taxes to legacy
Concentrated stock positions that require strategic diversification and tax efficiency
For business owners, advice on selling your business to help maximize value — and plan what comes next
Family businesses navigating succession, liquidity, and legacy goals

His working style

Will believes the best outcomes are achieved when clients and colleagues work together toward a shared goal. He strives to make complex financial concepts easy to understand, helping clients feel informed and confident in their decisions. Will values strong relationships, open dialogue, and a commitment to continuous improvement.

Will in real life

What keeps you busy outside of work?

When I’m not working, you’ll usually find me with my family. My wife and I stay active keeping up with our two sons and their busy sports schedules. I love coaching their teams and being part of their athletic journey. Sports have always been an important part of my life, and sharing that passion with my boys is incredibly rewarding.

Any words you try to live by?

Don’t be good; be great!

What’s one thing you are surprisingly good at?

I am surprisingly good at recognizing patterns and making decisions under pressure. Whether it’s coaching during a close game, analyzing a challenging situation, or helping clients navigate financial decisions, I enjoy finding practical solutions and adapting as circumstances change.