Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
3455 PEACHTREE ROAD N.E.
ATLANTA, GA 30326
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Will began his career in the financial services industry in 1999 as an Associate Portfolio Manager at Metropolitan Life Insurance Company, helping manage the company’s annuities portfolio. Will’s fascination with stock-picking led him to a 5-year stint in equity research, culminating in an Associate Analyst position on Deutsche Bank’s media research team. By 2004, Will recognized potential excess returns offered by emerging market equities due to their inherent volatility, and he accepted an Institutional Equity Sales position on Deutsche Bank’s Moscow desk. Will was promoted to Head of Russian Equity Sales at Deutsche Bank in 2008. In 2012 Will returned home to Atlanta with his wife and two sons.
During his 8 years abroad, Will worked closely with managers and analysts at highly esteemed traditional funds like Fidelity, TRowe Price, and Morgan Stanley Asset Management, as well as managers at aggressive hedge funds like Charlemagne Capital, RP Capital, and Moore Capital.
Will is a Chartered Financial Analyst® charterholder, holds an MBA from the University of Rochester, and a Bachelor of Science in Mechanical Engineering from The University of Alabama at Birmingham.
Our team is involved with local communities, assisting charitable organizations such as The Make-A Wish-Foundation. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
Russian & Russian
The University of Alabama at Birmingham
The University of Rochester
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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I believe it’s important that you seek the advice and guidance of an experienced Merrill Lynch Wealth Management Advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.