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, 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).

Personal interests

Will enjoys staying active by working out, playing basketball, snowboarding and scuba diving.

Will’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.