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William M

Series 63, Series 65

Las Vegas, NV

Mercer Global Advisors Inc.

William Mannon Jr. is a financial advisor with Mercer Global Advisors Inc. in Las Vegas, NV, holding Series 63 and Series 65 credentials and having 15 years of industry experience. He has been with Mercer Global Advisors since 2014 in various capacities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, direct indexing, and private funds.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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