Meet Will

Will is a Wealth Advisor based in Atlanta, Georgia. He joined Mercer Advisors in 2020 through the acquisition of Kays Financial where he served more than 10 years as a Trader and Portfolio Manager. He began his financial services career in 2004. Will earned a B.S. degree in banking/finance from the University of Georgia. He is a CERTIFIED FINANCIAL PLANNER® professional and Certified Financial Analyst®.

Will’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, Will has focused experience in these areas:

Planning for retirement, from high-earning years to long-term income strategies
Private markets, including fund due diligence, liquidity planning, and portfolio integration
Guiding clients through living in retirement with steady income and smart planning
Concentrated stock positions that require strategic diversification and tax efficiency
Supporting professional investors with full-service planning and private market access

His working style

Will loves building long-term relationships and getting to know families. He enjoys hearing his clients’ travel stories! Will is a big believer in keeping information simple.

Will in real life

What keeps you busy outside of work?

My wife, son, and I love having adventures and watching movies with popcorn together.

Favorite thing about where you live?

I am a lifelong Atlanta resident, and I love that most of my family all live here.

Why do you like working at Mercer Advisors?

I love the great people I get to work with everyday and the quality service we provide for clients.

Will’s snapshots

Career highlights

Joined Mercer Advisors in 2020 through acquisition of Kays Financial Advisory Corp.
Served more than 10 years at Kays
Began financial services career in 2004 as corporate accountant at Randstad USA

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