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

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LinkedIn: Will Merriken

  • Will holds his Series 65 License and Health and Life Producer License #8023095.
  • 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 AZ, CT, FL, MD, MI, NC, NJ, PA, TX and VA.

Community Involvement/Awards   

  • President South Jersey Chapter of the Society of Financial Service Professionals 2020-2021
  • Estate and Financial Planning Council Founder’s Award 2018
  • President Estate and Financial Planning Council of Southern New Jersey 2015-2016
  • Moorestown Citizen of the Year 2014
  • Moorestown Community House Trustee 2012-2019
  • Past President of Moorestown Rotary (Current Member)
  • FPC Moorestown Boards 1979-2000
  • 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 Former Board of Advisors
  • Georgetown Cemetery Former Trustee

Will lives in Moorestown, NJ with his wife Louise.  They have three children and nine grandchildren.

Professional Memberships
South Jersey Chapter of the Society of Financial Service Professionals,  Estate and Financial Planning Council of Southern New Jersey, National Association of Insurance & Financial Advisors, Million Dollar Round Table and Moorestown Business Association.

American College of Financial ServicesSociety of Financial Service Professionals Moorestown Rotary