• Hometown

    Atlanta

  • Colleges

    Georgia Institute of Technology, Emory University and Yale University

  • Certifications

    CFP®, AIF®

  • Neighborhood

    Buckhead

William L. Mehserle, Jr., CFP®, AIF®

Director

William (Bill) Mehserle is an award-winning financial advisor who enjoys helping clients achieve their financial goals. Bill has over ten years of industry experience, most recently serving as a partner at FourThought Wealth Management in Florida before joining HB in Atlanta.

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 subsequently founded two technology and marketing businesses in Atlanta. Bill continued his studies at Emory University to attain his CERTIFIED FINANCIAL PLANNER™ certification. Additionally, he is an Accredited Investment Fiduciary® (AIF®). He is currently enrolled at Yale University to attain his Certified Private Wealth Advisors® (CPWA®) designation.

Since dedicating his career to financial services, he was named in 2018 and 2019 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.*

Bill is active in many nonprofit organizations and serves on boards including the Gulf Coast Community Foundation, one of the nation’s largest community foundations.