Meet Bill
Bill is a Sr. Wealth Advisor based in Macon, Georiga. He joined Mercer Advisors in 2023 through the acquisition of Day & Ennis, LLC, where he became a partner in 2004 after joining in 2003. Prior, Bill was Director of Finance for a regional health care company. Early in his career, Bill served in the audit division of Arthur Andersen and as Vice President of Internal Audit for Charter Medical Corporation.
Bill earned a Master of Accountancy from the University of Georgia. He has served as a Board member and Treasurer of the Downtown Macon Rotary Club and as Chairman of the Board of the Macon Volunteer Clinic. He also served on the Board of Trustees of First Presbyterian Day School.
Bill’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, Bill has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
His working style
Bill is dedicated to his clients and helping them have financial reassurance. He also enjoys working with specialists on income tax and estate planning to offer comprehensive wealth solutions to his clients.
Bill in real life
What keeps you busy outside of work?
My wife Marguerite and I are active members of our church in Macon. We exercise together at the wellness center and travel often to Blue Ridge, Georgia where we have a home. I use skills obtained from my father and friends to handle most home maintenance and related projects. I have a small shop at my home in Macon that I use in that regard.
Favorite thing about where you live?
My wife and I have lots of friends in Macon and enjoy socializing with them dining out or in their home. We attend functions at Macon Pops, Hay House, and Historic Macon.
What makes you tick?
Being able to help others, whether through financial advice or just something around the home.
Bill’s snapshots
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