William Mehserle

William Mehserle

Partner, Vice President – Investment Officer

Phone: 941-408-8557
Fax: 941-408-8356
E-mail:
 

William Mehserle, Partner, Vice President - Investment Officer

Bill is a partner in Pinkerton Private Wealth and a Certified Financial Planner® professional. He is a graduate of Georgia Institute of Technology, where he graduated summa cum laude as a chemical and biomolecular engineering major. He subsequently founded two technology and marketing businesses in Atlanta. Since dedicating his career to financial services, he was named by Forbes as a Top Next-Gen Wealth Advisor in 2018: a list of 1,000 advisors selected from more than 24,000 applications and a pool of more than 200,000 eligible young advisors throughout the U.S.*

TEAM ROLE
As your assigned planner, Bill is responsible for answering the two key questions that drive our practice: 1) Are you going to be okay and 2) Do you have any blind spots? He does this by meeting with you at least twice each year to ensure he understands your personal definition of being “okay” and your planning objectives. Throughout the year, he proactively manages your investment portfolio along with our lead strategist, Chief Investment Officer, analyst and other investment committee members. Taking a holistic and measured approach, he also works to educate you on other planning issues and provide related advice and resources through our planning semester process.

CERTIFICATIONS & LICENSES
Certified Financial Planner (CFP®)
Emory University
Series 7 General Securities
Series 66 Uniformed Combined State Law

RECOGNITION
Forbes Top Next-Gen Wealth Advisor 2018*

Clientele
High net worth families and individuals
Business owners
Physicians and attorneys
Nonprofits

Personal
Grew up in Venice, FL
Married to Monica
Foster parent

*The Forbes Top Next-Gen ranking is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. [Practice Name] is a separate entity from WFAFN.