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William McNutt

Associate Wealth Advisor

William McNutt

CFP®, EA

wmcnutt@merceradvisors.com

800.825.5152

Will is proud to serve as a fiduciary with over a decade of experience building tax-efficient financial plans for high-net worth families. He completed his CERTIFIED FINANCIAL PLANNER™ course work at Rice University, and is an enrolled agent (EA), which is the highest credential given by the IRS, focusing on tax rules, laws, and regulations. Grounded in the principles of financial planning as well as tax planning, Will designs retirement strategies that help minimize tax exposure. He believes in building strong relationships with honesty, integrity, and reliability to uncover each client’s unique needs, and help them build a customized financial plan.

Austin

901 S. MoPac Expy
Barton Oaks Plaza 2, Suite 270
Austin, Texas 78746

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Houston

5555 San Felipe Street
Suite 200
Houston, Texas 77056

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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