William B. Merrell is a CERTIFIED FINANCIAL PLANNER™ practitioner with Allegheny Financial Group where he manages the JJB Group financial planning team. As Financial Planning Manager, Will oversees the design and implementation of comprehensive financial plans in areas including investment management, tax planning, estate planning, retirement planning, and risk management. Will also offers professional, comprehensive financial planning services to individuals and small businesses.
EDUCATION & PROFESSIONAL CREDENTIALS
Utah State University | Bachelor of Science in Finance & Economics with a Minor in Personal Financial Planning
CFP® Practitioner, Certified Financial Planner Board of Standards
Began his career at Allegheny Financial Group in 2010 as a Financial Planning Associate
Transitioned to role of Financial Planning Manager for the JJB Group in 2014
Back row from left to right: Matthew D. Kelly, CFP®, William B. Merrell, CFP®, James J. Browne, CFP®, Ryan Walczak, CFP®, Mark A. Manetti, CFP®
Front row from left to right: Jonathan A. Kuhn, CFP®, Carolyn Madigan, Brandon J. Haynes, CFP®
Our practice provides comprehensive financial planning and investment management to households, small businesses, and pension plans. Sensitive to each client’s unique circumstances and objectives, we focus on achieving those objectives. We believe a deep understanding of each client is essential to providing the advice over the long term that makes achievement of those objectives both possible and likely.
We believe in comprehensive financial planning based on sound economics as a methodology for creating and preserving wealth. This is a continuous process that is comprised of meeting with clients, reviewing the various financial aspects of their lives, and implementing ideas where appropriate. We believe in capitalism as a foundation for investment management. Our number one priority is delivering exceptional service so our clients view us as a trusted advisor for their wide range of needs.