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
Meet Will’s Teammates
Cathy Miller
Partner
What Will Says
We share a passion for providing white glove service to our clients.
Anuska Kovalcheck
Wealth Advisor
What Will Says
Anuska is a go-getter and the best financial planner an advisor could ask for collaborating with.
What Will Says
Brittany and I are focused on processes and getting things done for our clients!
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