Sr. Wealth Advisor, Director
CFP®
swilliams@merceradvisors.com
Life happens in the blink of an eye and Scott’s role is to plan for the unpredictable nature of life and help clients navigate the financial complexities that arise along the way. Scott joined Mercer Advisors via the Sanford Financial acquisition in May of 2022. Prior to the acquisition, he worked with Sanford Financial for 22 years, starting as an intern and working his way to partner. As a detail-oriented person, Scott prides himself on keeping his clients’ finances properly structured, prioritized, and focused on long-term objectives. He understands the value of trusted relationships and the responsibility of advocating for clients, anticipating needs, and having difficult conversations. In his spare time, Scott enjoys spending time in Northern Michigan with his wife, Tricia, coaching his son’s sports, and boating.
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