Meet William
William is a Sr. Wealth Advisor based in Atlanta, Georgia. He joined Mercer Advisors in 2026, bringing more than 18 years of experience in the financial services industry and a decade of experience as an advisor. Previously, he served as a Sr. Portfolio Advisor at Northern Trust and as a Regional Wealth Portfolio Manager at Truist. William earned a B.S. degree in computer science from the Georgia Institute of Technology, and he holds the Chartered Financial Analyst® and the Certified Financial Planner® designations. He is energized by identifying opportunities within a client’s financial plan and helping clients make the most of their available resources.
William’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, William has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Managing income and long-term strategy for consultants with unpredictable schedules and global work
- Multi-generational planning that aligns with your values and minimizes tax impact; specializes in working with clients who have dual nationalities like Canada and India, and generational wealth issues they encounter
His working style
William is known for his positive energy, his knack for making complex issues clear, and a warmth that puts people at ease. He brings humor to his practice without losing sight of what’s at stake, and he genuinely enjoys helping people protect, grow, and enjoy their wealth. Clients seeking an advisor who can steady them through big decisions can find a fit in William.
William in real life
What makes you tick?
Early in my career I saw the impact of the Great Financial Crisis, and I was motivated to help protect the wealth of those I cared for and support them when it matters most.
What keeps you busy outside of work?
I spend my free time with my amazing wife and two wonderful boys. Outside of that I enjoy playing tennis and brewing specialty coffee.
Why do you like working at Mercer Advisors?
Being an advisor at Mercer Advisors allows me to give clients the full picture — financial planning, portfolio management, tax planning, and legacy planning all under one roof — so every part of their financial life connects. That is where the real value is.
William’s snapshots
Meet William’s Teammates
Ryan Badger
Sr. Wealth Advisor
What William Says
Ryan brings energy, a great sense of humor, and a willingness to go the extra mile. He makes exceptional client service feel effortless and enjoyable.
Patrick Moody
Wealth Advisor
What William Says
Patrick is endlessly generous with his time. He reliably goes above and beyond his role to help ensure clients can get exactly what they need, when they need it.
Ryan Jones
Financial Planner
What William Says
Ryan is relentlessly client-centric. His responsiveness and command of detail help make sure nothing slips through the cracks — and the clients can reap the benefit.
Necasio Ekelund
Relationship Manager
What William Says
Necasio is often a client’s first point of contact, and he sets the tone beautifully. Whether he is fielding a call or helping someone with online access, he makes every interaction smooth, welcoming, and easy.
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