Will Rockett

Will has worked in the financial services industry since 1998 and currently leads the Investment Strategist team. Before Mercer Advisors, he served as an Executive Director at Morgan Stanley Investment Management (MSIM), where he led relationship management efforts for the firm’s largest RIA clients. Will was an investment strategy subject matter specialist across credit, equity, and alternative strategies. Prior to MSIM, he spent nearly a decade at Charles Schwab, starting off as a client-facing specialist in fixed income products before leading the Fixed Income Sales enterprise as Managing Director. He earned a Bachelor of Arts in Mathematics and Philosophy from Rollins College and an MBA from NYU Stern School of Business. Will is also a CFA® charterholder.