Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.