• William B. Merrell, CFP®

    Financial Advisor

Will is an innovative and results-oriented financial advisor providing comprehensive financial planning services to individuals, small businesses, and institutions. Throughout his career, Will has continued his development as an advisor by obtaining the CERTIFIED FINANCIAL PLANNER™ certification and acquiring specialized knowledge in areas including: investment management, education planning, retirement planning, risk management, and estate planning.

Known for his ability to develop financial plans tailored to each individual client, Will seeks to consistently deliver results through his ability to recognize need, and persistence in finding creative solutions to help fulfill each need.

Will joined The Karras Company in 2015, excited to find a firm that shares his high standards for integrity and service, and his passion for putting clients first. Previously, Will served as Financial Planning Manager at Allegheny Financial Group, an SEC-registered investment advisory firm located in Pittsburgh, PA providing advice on more than $3.6 billion in assets. In this role, Will oversaw the comprehensive financial planning for the group’s high net worth clientele. Will graduated from Utah State University, double majoring in Finance and Economics.

Will resides in Fruit Heights with his wife, Amanda, and two children. Away from the office Will serves as Vice Chairman of the Boys and Girls Clubs of Weber-Davis, and his hobbies include skiing, camping, golfing, and holding season tickets to USU Aggie football and basketball.

Raymond James is not affiliated with and does not endorse the opinions or services of the entities above. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.