Scott Williams, Cfp®
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Scott Williams, Cfp® Email & Phone Number

Senior Wealth Advisor, Director at Mercer Advisors at Mercer Advisors
Location: Greater Kalamazoo Area, United States 2 work roles 1 school
1 work email found @merceradvisors.com 3 phones found area 269 and 727 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email s****@merceradvisors.com
Direct phone (269) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Mercer Advisors
Role
Senior Wealth Advisor, Director at Mercer Advisors
Location
Greater Kalamazoo Area, United States
Company size
413 employees

Who is Scott Williams, Cfp®? Overview

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Quick answer

Scott Williams, Cfp® is listed as Senior Wealth Advisor, Director at Mercer Advisors at Mercer Advisors, a with 413 employees, based in Greater Kalamazoo Area, United States. AeroLeads shows a work email signal at merceradvisors.com, phone signal with area code 269, 727, and a matched LinkedIn profile for Scott Williams, Cfp®.

Scott Williams, Cfp® previously worked as Senior Wealth Advisor at Mercer Advisors at Mercer Advisors and Partner at Sanford Advisory. Scott Williams, Cfp® holds Bs Business Administration, Finance from Valparaiso University.

Company email context

Email format at Mercer Advisors

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*@merceradvisors.com
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AeroLeads found 1 current-domain work email signal for Scott Williams, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Scott Williams, Cfp®

I help clients develop strategies to organize and manage assets, maximize income, increase net worth, and transfer wealth in the most efficient way possible. My areas of concentration are:-Retirement planning for families -Investing for consistency of returns and tax-efficiency-Re-organizing financial lives following a death or divorce-Maximizing the use of executive compensation plans-Estate management-Elder care funding-Portfolio management-Education funding

Listed skills include Perl, Linux, Software Engineering, Unix, and 27 others.

Current workplace

Scott Williams, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Mercer Advisors
Mercer Advisors
Senior Wealth Advisor, Director at Mercer Advisors
denver, colorado, united states
Website
merceradvisors.com
Employees
413
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Company profile
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2 roles

Scott Williams, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Wealth Advisor At Mercer Advisors

Current
Mercer Advisors

Portage, Michigan, United States

May 2022 - Present

Partner

Sanford Advisory

Portage, Mi

Certified Financial Planner™:Personal financial planning, corporate retirement plans, investment management, retirement strategies, and estate planning.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Jul 2000 - Jul 2022
Team & coworkers

Colleagues at Mercer Advisors

Other employees you can reach at merceradvisors.com. View company contacts for 413 employees →

NL Nick Ladaga Nick Ladaga Colleague at Mercer AdvisorsClarkston, Michigan, United States View → EL Evelyn Lorentz Evelyn Lorentz Colleague at Mercer AdvisorsBoise, Idaho, United States View → TW Trace Winn Trace Winn Colleague at Mercer AdvisorsScottsdale, Arizona, United States View → CJ Clint Johnson Clint Johnson Colleague at Mercer AdvisorsScottsdale, Arizona, United States View → RK Roxanne Konieczka Roxanne Konieczka Colleague at Mercer AdvisorsAnaheim, California, United States View → DC David Carmichael David Carmichael Colleague at Mercer AdvisorsScottsdale, Arizona, United States View → KH Kelsey Holdridge Kelsey Holdridge Colleague at Mercer AdvisorsKalamazoo, Michigan, United States View → BW Brandon Williams Brandon Williams Colleague at Mercer AdvisorsNashville, Tennessee, United States View → RJ Rompala Janie Rompala Janie Colleague at Mercer AdvisorsOswego, Illinois, United States View → KA Katherine Arakkal Katherine Arakkal Colleague at Mercer AdvisorsDenver, Colorado, United States View →
1 education record

Scott Williams, Cfp® education

FAQ

Frequently asked questions about Scott Williams, Cfp®

Quick answers generated from the profile data available on this page.

What company does Scott Williams, Cfp® work for?

Scott Williams, Cfp® works for Mercer Advisors.

What is Scott Williams, Cfp®'s role at Mercer Advisors?

Scott Williams, Cfp® is listed as Senior Wealth Advisor, Director at Mercer Advisors at Mercer Advisors.

What is Scott Williams, Cfp®'s email address?

AeroLeads has found 1 work email signal at @merceradvisors.com for Scott Williams, Cfp® at Mercer Advisors.

What is Scott Williams, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 269, 727 for Scott Williams, Cfp® at Mercer Advisors.

Where is Scott Williams, Cfp® based?

Scott Williams, Cfp® is based in Greater Kalamazoo Area, United States while working with Mercer Advisors.

What companies has Scott Williams, Cfp® worked for?

Scott Williams, Cfp® has worked for Mercer Advisors and Sanford Advisory.

Who are Scott Williams, Cfp®'s colleagues at Mercer Advisors?

Scott Williams, Cfp®'s colleagues at Mercer Advisors include Nick Ladaga, Evelyn Lorentz, Trace Winn, Clint Johnson, and Roxanne Konieczka.

How can I contact Scott Williams, Cfp®?

You can use AeroLeads to view verified contact signals for Scott Williams, Cfp® at Mercer Advisors, including work email, phone, and LinkedIn data when available.

What schools did Scott Williams, Cfp® attend?

Scott Williams, Cfp® holds Bs Business Administration, Finance from Valparaiso University.

What skills is Scott Williams, Cfp® known for?

Scott Williams, Cfp® is listed with skills including Perl, Linux, Software Engineering, Unix, Subversion, Git, Databases, and Java.

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