Will began his financial career in 2003, initially working as a corporate accountant. In 2010, he transitioned to a trader and portfolio manager role at Kays Financial Advisory Corporation, which joined Mercer Advisors in 2020. Will is dedicated to helping clients achieve their retirement potential and goals. He graduated with a bachelor’s degree in banking and finance from the University of Georgia, where he was a Southeastern Conference Scholar Athlete award winner for the track and field team. Inspired by his grandfather’s passion for stocks and investing, Will developed a keen interest in the financial markets from a young age. Assisting his father with retiring made him realize that the value of a wealth advisor extends beyond investment management. Will holds the Chartered Financial Analyst® designation and CERTIFIED FINANCIAL PLANNER® certification. In his free time, he enjoys spending time with his family, golfing, playing tennis, reading, and hiking. An Atlanta native, Will is proud to call the city his home.
Atlanta
5555 Glenridge Connector Suite 825 Atlanta, Georgia 30342