Todd LaLuzerne

Regional Vice President

Todd LaLuzerne

AAMS

tlaluzerne@merceradvisors.com

877.799.4647

Todd began his financial services career in 2000 at Fidelity Investments. Before joining Mercer Advisors in 2019, he honed his client relationship and strategic investment solution skills as a financial advisor and investment consultant with A.G. Edwards, and later as a branch manager at TD Ameritrade.

Todd applies a solutions-based, value-enhancement approach to his work with both institutional and individual high- net-worth clients. He is passionate about delivering a comprehensive and cohesive wealth management experience.

Todd received his undergraduate degree from Texas A&M University and holds the FINRA Series 66 license and the Accredited Asset Management Specialist™ designation from the College for Financial Planning.

A native of the Dallas-Fort Worth area, he enjoys spending time with his family, exercising, playing golf, and attending bible study.

Austin

901 S. MoPac Expy
Barton Oaks Plaza 2, Suite 270
Austin, Texas 78746

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Bartlesville

122 SW Frank Phillips Boulevard
Suite C
Bartlesville, Oklahoma 74003

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Dallas – Park Cities

8117 Preston Road
# 700
Dallas, Texas 75225

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Ponca City

412 S 14th St.

Ponca City, Oklahoma 74601

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