Will Traylor, CFP®
Designations and Licenses
Will is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Will has worked in the financial services industry since 2008. Prior to joining Mariner Wealth Advisors, he served as a wealth manager at a Chicago financial planning firm. His responsibilities included creating financial plans, designing tax strategies, reviewing estate plans, designing and monitoring portfolios and researching investments as a member of the investment committee. Prior to that, Will worked at a financial planning firm and a commodity brokerage firm in Texas.
Will holds a bachelor’s degree in finance from Baylor University. He is a member of the Financial Planning Association (FPA).
Will enjoys staying active by working out, playing basketball, snowboarding and scuba diving.