Meet Will
Will is a Wealth Advisor based in Boulder, Colorado. He joined Mercer Advisors in 2021 when he joined as an intern. He previously served at Optima Fund Management. Will is dedicated to helping clients distill the various components of their financial plans, providing them with confidence and helping them achieve their goals. He graduated from the University of Colorado Leeds School of Business with dual degrees in personal financial planning and data analytics. Will was inspired to become a Wealth Advisor by his parents, who work in financial services, and his college mentor, a Wealth Advisor at Mercer Advisors.
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
- Helping new families shift financial priorities while building a strong foundation for the future
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
His working style
Will is known for his ability to educate his clients on the various options they have for the different portions of their financial lives — laying out the potential options, simplifying the pros and cons, and collaborating to choose the path that fits their goals best.
Will in real life
What keeps you busy outside of work?
In my free time, you can find me skiing, running, golfing, and supporting my favorite teams (University of Colorado Buffs, Philadelphia Eagles, and Denver Nuggets).
How do you give back?
While studying at the University of Colorado, I was a mentee in their Professional Mentorship Program which was an integral part of my journey and decision to join Mercer Advisors. I have since joined the program as a mentor to give back and to provide guidance to the next generation of students.
Any words you try to live by?
“Luck is what happens when preparation meets opportunity.” — Seneca
Meet Will’s Teammates
W. Thomas McNary
Principal
What Will Says
Tom is our fearless leader as well as a phenomenal advisor who I have had the pleasure of collaborating with since I joined the firm. His desire to turn over every stone to find the best possible outcome for his clients is admirable and his ability to act as a ballast in even the toughest of times is truly priceless.
Christopher S. Murphy
Wealth Advisor
What Will Says
Chris has always been my go-to sounding board when weighing options for my clients. His thoughtfulness and thoroughness in his decision making process is second only to his integrity and honesty.
Isabel Brewster
Client Service Specialist
What Will Says
Having Isabel as a part of our team gives me the confidence to know that our clients will be supported with the best quality of service possible.
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