Designations and Licenses

Will is a Chartered Market Technician (CMT) and a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Will provides individuals and families with comprehensive wealth management including integrated financial planning and investment strategies to help grow and protect wealth.

Prior to joining Mariner, Will worked as a senior research analyst at Allegiant Private Advisors. Before that he was the senior ETF strategist for Ned Davis Research where he articulated the firm’s view on a wide variety of subjects in client meetings and speaking engagements. His work has been quoted by news outlets including The Wall Street Journal, The New York Times, and Barron’s. Will has also been a guest on CNBC and Bloomberg.

Will has a bachelor’s degree in finance from University of Central Florida.

Personal Interests

In his free time, Will enjoys golf, fishing and cooking. Every summer, Will escapes to the Adirondack Mountains with his wife Jill and son Quinn. He currently serves on the board of First Tee Sarasota/Manatee.