William first began his career at Mercer Advisors in 2008 while working part-time in college, which gave him early exposure to the organization and the financial services industry. After graduating from college William returned back to Mercer Advisors in 2014 and held numerous roles supporting the firms operations and business development teams. As a Managing Director with the M&A team, William helps communicate Mercer Advisors value proposition to advisors and RIA firms that are interested in strategic partnerships and succession planning. William graduated Magna Cum Laude from Arizona State University, with a bachelor’s degree in Organizational Leadership and a minor in Business. William also holds the FINRA Series 65 License.