Meet Bill
Bill is a Sr. Wealth Advisor at Mercer Advisors. He joined the firm in 2022 through the acquisition of Mallard Advisors, LLC, which he founded in 2002 and was Lead Advisor. Bill earned a B.S. degree in psychology from The Pennsylvania State University and a Masters of Science degree in Taxation from Widener University. He is also a CERTIFIED FINANCIAL PLANNER® professional.
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
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- For business owners, advice on selling your business to help maximize value — and plan what comes next
- Evaluating voluntary retirement programs with strategies that turn offers into opportunities
His working style
Detail-oriented clients enjoy collaborating with Bill due to his own desire to illustrate all details of a client’s financial life to help them see where they stand financially. He also helps them understand how different recommendations can improve their financial security.
Bill in real life
Any words you try to live by?
If you spend your days doing what you love, and your evenings with those you love, you have a rich life — even if you are not monetarily rich.
Why do you like working at Mercer Advisors?
At Mercer Advisors, we all believe that financial planning is at the core of what we do.
What makes you tick?
I like helping others and, because my skills revolve around personal finance, taxation, and communicating this information to clients, I love being a financial advisor. I consider myself lucky to have relationships going back a quarter of a century with many clients.
Bill’s snapshots
Meet Bill’s Teammates
Christina Crawford
Client Service Specialist
What Bill Says
Christina and I have been working together for 17 years. We know how to play off each other’s strengths to help ensure clients get the attention and quality they deserve.
Rachel Roach
Financial Planner
What Bill Says
Rachel has been indespensible for helping me provide the best data and reporting to my clients. This involves our collaboration on developing personal financial and tax plans.
Kevin Dillon
Regional Vice President
What Bill Says
Kevin cares about ensuring clients are a good match for Mercer Advisors and also finding a specific advisor within the firm that will be the right fit for them.
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