Will Rockett

Sr. Director of Investment Strategy

Will Rockett Image

CFA®

WRockett@merceradvisors.com

Will Rockett is a Sr. Director of Investment Strategy for Mercer Advisors and leads the Investment Strategist team. Prior to Mercer, Will was an Executive Director of Morgan Stanley Asset Management where he led relationship management for the firm’s largest RIA clients as an investment strategy subject matter specialist across credit, equity, and alternative strategies. Prior to MSIM, he spent nearly a decade at Charles Schwab, where he was elevated to lead the Fixed Income Sales enterprise as Managing Director after serving for many years as a client-facing fixed-income product specialist to advisors. Will spent the first decade of his career contributing as a high yield credit and distressed securities analyst for long-only and hedge fund products for both Nuveen and U.S. Trust Company. He earned a BA from Rollins College in mathematics and philosophy, and an MBA from NYU Stern School of Business. Will is a CFA charterholder.

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