Will joined Mercer Advisors in 2018 and has extensive experience building forward thinking, tax-efficient financial plans for high-net worth families. Will started his career at Edward D. Jones Investments where he ran his own successful branch in The Woodlands, Texas area. From there, he worked for a boutique financial and tax planning firm in Houston, Texas where he focused on addressing complex tax, legal, and investment issues through holistic financial planning. Will completed his CERTIFIED FINANCIAL PLANNERTM course work at Rice University in Houston, Texas, and currently holds the Accredited Asset Management Specialist (AAMS®) designation, and the CERTIFIED FINANCIAL PLANNERTM certification. Will is also a member of the Financial Planning Association, and the Houston Estate and Financial Forum.