William Thompson

About William Thompson

As a Certified Financial Planner, I have had the privilege of guiding numerous clients towards financial success. I am adept at conducting thorough financial assessments, identifying potential risks, and developing comprehensive plans that encompass retirement planning, tax optimization, investment management, and estate planning. My goal is to empower my clients with the knowledge and tools to make informed decisions and navigate the complexities of the financial landscape confidently.What sets me apart is my unwavering commitment to staying abreast of the latest industry trends and regulatory changes. I understand the ever-evolving nature of the financial landscape and continually seek professional development opportunities to enhance my knowledge and skills. By leveraging cutting-edge technology and financial analysis tools, I deliver innovative solutions that optimize wealth accumulation and mitigate risk.If you are seeking a highly motivated and client-focused financial planner with a solid foundation in wealth management, I would love to connect with you. Let\'s explore how my skills and expertise can contribute to your organization\'s growth while helping individuals and families achieve their financial dreams.

Experience

1. Wealth Strategist

   Mercer Advisors

   Jan 2026 — Present

Education

• Southern Illinois University Edwardsville

  B.S, Business Administration; Management

Skills

• Access
• Banking
• Ios
• Customer Service
• Strategic Planning
• Investments
• Finance
• Financial Services
• Retail Banking
• Loans
• Powerpoint
• Microsoft Excel
• Financial Transactions
• Microsoft Office
• Citrix
• Superior Client Service
• Cross-Functional Team Leadership
• Financial Planning
• Social Networking
• Outlook
• Customer Satisfaction