William Merchad, CFP®

William Merchad is a VP for the LPL CFO Solutions team. William is an employee of LPL Business Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors’ practices. He works with Menlo Asset Management to provide actionable insights based on financial analysis and strategic planning. Will has over 15 years of financial services experience. He began his financial career as a fixed income sales representative with Wells Fargo Institutional Brokerage & Sales, supporting some of the largest clients of the firm. In 2007, he became a financial advisor with Edward Jones Investments. Despite the 2008 global financial crisis, Will ranked in the top 25% of the firm for new assets gathered within his first two years of production. After pursuing his MBA at the University of Texas in Austin, Will became a founding member of the Bank Team within Dimensional Fund Advisors (DFA). As the head of Dimensional’s Bank Broker-Dealer team, Will used a holistic, consultative approach to help hundreds of advisors grow and scale their business. He developed numerous pieces of unique collateral around practice management topics and was a highly requested public speaker at client regional & national meetings.

Will has a Bachelor of Science degree in Managerial Economics, with a minor in Communications, from the University of California, Davis. He has a MBA from the University of Texas, Austin, with an emphasis in finance and investment management. Financial licenses held with LPL Financial include: Series 7, Series 63, and Series 66.