William A. Mercer
Founding Advisor, RIA
Senior Vice President, Mercer Wealth Management, Inc.
Bill's diverse background in various industries and more than 30 years of experience in financial services enhance his ability to understand his clients’ perspectives and provide personalized financial solutions.
After receiving a Bachelor of the Arts degree from Parsons College, Bill began his career in education and advertising. However, he soon entered the manufacturing sector as a
sales executive. He became the President of the United States Division of BNL Holdings, a ball-bearing manufacturing firm based out of the United Kingdom. He traveled the world and honed his understanding of the challenges and opportunities faced by the executives with whom he interacted.
After a meeting with a financial service executive in Colorado Springs in 1987, Bill joined Paine Webber and began his career as a financial advisor. Subsequently, he worked at Boettcher & Company and Piper Jaffray before joining UBS Financial Services. For the past 16 years, Bill has served his clients as a Vice President in Wealth Management at UBS.
As a financial advisor, Bill combines diverse industry and management knowledge and experience with tailored advice for his clients. He emphasizes the importance of personal contact in his client service. Bill thrives in the fast-moving, collaborative pace of the financial services industry.
Bill and his wife live in Colorado Springs, Colorado and have an adult daughter who lives in Denver. He spends much of his spare time with family and friends, and engaged in outdoor sports, such as hunting and skiing.
Bill is excited to use his experience advising clients and managing various companies as a Founding Advisor of Resolute Independent Advisors (RIA).
Office: (719) 960-0960
Direct: (719) 960-0967