William Merchad is a CFO Strategist for the LPL Financial Business Strategy Services team.
He provides advisors with actionable insights based on financial analysis and strategic
planning to help drive higher practice valuations.
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 a MBA from the
University of Texas, Austin, with an emphasis in finance and investment management.
Financial licenses include: CFP®, Series 7, Series 63, and Series 66. William is an employee of LPL Business Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors’ practices.
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 on a 2-year
old girl named Elise.
Wiliam Merchad is not affiliated with Independent Financial Services Group