Sr. Wealth Advisor
CPA/PFS
wennis@merceradvisors.com
Bill has a broad range of experience in financial services. Early in his career, Bill worked in the Audit Division of Arthur Andersen in Atlanta, GA. He also served as Vice President of Internal Audit for Charter Medical Corporation and Vice President of Business Ethics and Compliance for Charter Behavioral Health Systems. Prior to joining Day & Ennis in 2003, Bill was Director of Finance for a regional health care company. Bill received an undergraduate degree in Accounting from Columbus State University and a master’s degree in accounting 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 lives in Macon, GA and has two children, Spencer and Rebecca. He enjoys spending time with his family in the north Georgia mountains.
Learn more about connecting the dots of your financial life.
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unrelated to Mercer Advisors. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS.
©2024 Mercer Global Advisors Inc. All rights reserved.