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William S. Merriken, Jr., ChFC
Principal Advisor, Chartered Financial Consultant (ChFC), Accredited Estate Planner (AEP) and Owner

Email: click here
LinkedIn: Will Merriken

 

 

  • Will holds his Series 6, 63 and 65 Licenses.
  • 2016 – Earned Accredited Estate Planner Designation
  • 2002 – American College, earned Chartered Financial Consultant (ChFC) Designation
  • 2000-2001 – Added Retirement Income Planning and Extended Care Planning.
  • 1978 – Entered the Life Insurance business in Philadelphia with Connecticut Mutual Life.  Opened practice concentrating on Family Security Planning.
  • 1983-Present – Re-opened Practice focusing on Family & Business Strategic Financial Planning.
  • 1981-83 – The Johnson Companies, a regional Multi-Pronged Benefits Consulting Firm.  Co-Managed their Haddonfield, South Jersey Branch office, called on “Fortune 1,000” companies as Account Executive cross-selling TJC services in Business and Estate Planning, Executive Benefit Retention Plans, Retirement Plan Design & Administration, Life, Disability & Health Insurance, and Property & Casualty Insurance.  Helped conduct “brand new!”  401K seminars for NJ/PA/DE Banks.
  • 1973-78 – Friends Academy, Long Island and Moorestown Friends Schools (Private, Quaker Secondary Schools) for 3 years each doing PR; Annual, Capital and Planned Giving Fund Raising; Varsity Soccer Coach.
  • 1972 – Graduated Gettysburg College; BA in Economics.  NCAA Athletics.

Will is licensed to sell life insurance, health insurance and annuities in CT, NH, NJ, NY, PA, MD, VA, NC, MI, MO and FL.

Community Involvement:   

  • Moorestown Citizen of the Year 2014
  • Past President of Moorestown Rotary(Current Membership Committee Chair),
  • Moorestown Soccer Club Coach 1975-2002
  • Co-Founder, Moorestown Boys Lacrosse Club and Past President-1988
  • Moorestown High School Athletics
  • First Presbyterian Church of Moorestown
  • Moorestown Township Advisory Committee
  • Cadbury at Home Board of Advisors
  • Georgetown Cemetery Former Trustee
  • Moorestown Community House Trustee & Capital Campaign Co-Chair

Will lives in Moorestown, NJ with his wife of 41 years, Louise.  They have 3 children and eight grandchildren.

Professional Affiliations
2015-16 President Estate and Financial Planning Council of Southern New Jersey, Society of Financial Service Professionals,  National Association of Insurance & Financial Advisors, Million Dollar Round Table,  Moorestown Business Association.

American College of Financial ServicesSociety of Financial Service Professionals Moorestown Rotary National Association of Estate Planners and Councils National Association of Insurance & Financial AdvisorsQualifying & Life Member, Million Dollar Roundtable