William (Will) Merchad is a Vice President and Senior CFO Strategist for LPL.
Half of all advisors featured in LPL's "Building an Extraordinary Business" whitepaper were Will's CFO Solutions clients. His client "Net Promoter (NPS) Scores" are some of the very highest in CFO Solutions. In 2023, Will received an "Extraordinary Achievement Award"* -given to only the top 10% of AVP's, across the entire firm.
Will has over 15 years of financial services experience. He began his financial career as a fixed income sales representative with Wells Fargo Institutional Brokerage & Sales, supporting some of the largest clients of the firm. In 2007, he became a financial advisor with Edward Jones Investments. Despite the 2008 global financial crisis, Will ranked in the top 25% of the firm for new assets gathered within his first two years of production. After pursuing his MBA at the University of Texas in Austin, Will became a founding member of the Bank Team within Dimensional Fund Advisors (DFA). As the head of Dimensional’s Bank Broker-Dealer team, Will used a holistic, consultative approach to help hundreds of advisors grow and scale their business. He developed numerous pieces of unique collateral around practice management topics and was a highly requested public speaker at client regional & national meetings.
Will has a Bachelor of Science degree in Managerial Economics, with a minor in Communications, from the University of California, Davis. He has an MBA from the University of Texas, Austin, with an emphasis in finance and investment management. He is a former Captain of the UC Davis Cross Country & Track teams. He was an Academic All-American athlete and an NCAA Post-graduate Scholarship Recipient. He is also a graduate of the Sacramento Entrepreneurship Academy. Financial licenses include: CFP®, Series 7, Series 63,and Series 66.
Will grew up in Sonoma County, California before graduating from high school and college in Davis, CA (near Sacramento). He moved to Charlotte, NC in 2015 and currently resides in Fort Mill, SC with his wife, Nansi, a college professor. He is the proud father of two young daughters- Elise and Danielle. Recent hobbies include: fly-fishing and Brazilian Jiu-Jitsu.
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* The LPL Extraordinary Achievement Award recognizes the outstanding performance of qualifying employees at the AVP level or below. Recipients must be nominated during each annual planning period.