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, United States 2 work roles 1 school
1 work email found @merceradvisors.com 3 phones found area 269 and 727 LinkedIn matched
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, United States
Company size
413 employees

Who is Scott Williams, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Scott Williams, Cfp® is listed as Senior Wealth Advisor, Director at Mercer Advisors at Mercer Advisors, a company with 413 employees, based in Greater Kalamazoo Area, United States, 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
71% confidence

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 →

ZW Zachery Wingate Zachery Wingate Colleague at Mercer Advisors Des Moines Metropolitan Area, United States View → CP Ciauna Poindexter Ciauna Poindexter Colleague at Mercer Advisors Columbus, Ohio, United States, United States View → GC Garrett Cauley Garrett Cauley Colleague at Mercer Advisors San Diego, California, United States, United States View → IH Ian Hamre, Cfa Ian Hamre, Cfa Colleague at Mercer Advisors Roanoke, Virginia, United States, United States View → DH Daniel Hood Daniel Hood Colleague at Mercer Advisors Denver, Colorado, United States, United States View → TB Tyler Bauer, Cfp® Tyler Bauer, Cfp® Colleague at Mercer Advisors Appleton, Wisconsin, United States, United States View → LB Lizzie Bywater Lizzie Bywater Colleague at Mercer Advisors Morley, England, United Kingdom, United Kingdom View → KR Kathy Rindosh Kathy Rindosh Colleague at Mercer Advisors Erie, Pennsylvania, United States, United States View → EK Eunice Kim, Mba, Cima®, Cfp® Eunice Kim, Mba, Cima®, Cfp® Colleague at Mercer Advisors Fullerton, California, United States, United States View → AA Amber Adams Amber Adams Colleague at Mercer Advisors Englewood, Colorado, United States, 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, 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 Zachery Wingate, Ciauna Poindexter, Garrett Cauley, Ian Hamre, Cfa, and Daniel Hood.

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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