William (Bill) L. Mehserle, Jr. is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Private Wealth Advisor® professional, and Accredited Investment Fiduciary®. He has worked in the wealth management field since 2013 and specializes in objective-based comprehensive wealth management and planning.
Bill is a graduate of The Georgia Institute of Technology, where he graduated summa cum laude with a B.S. in Chemical and Biomolecular Engineering. He continued his studies at Emory University to meet the rigorous education, examination, experience, and ethics requirements necessary to earn his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. In addition, he studied at Yale University to attain the Certified Private Wealth Advisor® (CPWA®) certification, an advanced professional certification for advisors who serve high-net-worth clients. Designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million, the CPWA® certification program takes a holistic and multidisciplinary approach.
Since dedicating his career to financial services, Bill has been named multiple years by Forbes as a Top Next-Gen Wealth Advisor. The list includes 1,000 advisors selected from more than 24,000 applications and a pool of more than 200,000 eligible young advisors throughout the U.S.
Prior to joining PFS Signature Wealth, Bill co-founded a billion-dollar registered investment advisor and was a director at one of the ten largest private wealth management firms in America.
Bill is active in many nonprofit organizations and currently serves as a board member for the Florida Council on Economic Education (FCEE) and the Tampa Bay Business Coalition for the Arts (TBBCA). In addition, he serves on the Dean’s Advisory Council for the University of Tampa Sykes College of Business and is a member of the Community Advisory Board for the Junior League of Tampa Bay. In the past, Bill served on the board for Gulf Coast Community Foundation, one of the nation’s largest community foundations.
Bill enjoys spending his free time going to the dog beach with his wife, Olivia, and their golden retriever, Nolen.