Brandon Williams

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 10/2016
  Ubs Financial Services
  Nashville, TN
• 10/2016 → 03/2018
  Xtend Healthcare
  Nashville, TN
• 03/2018 → 03/2021
  Aspire Healthcare
  Nashville, TN
• 03/2021 → 03/2022
  Navihealth
  Nashville, TN
• 03/2022 → Present
  Mercer Global Advisors Inc.
  Nashville, TN

Designations

• Certified Financial Planner