Sloan Petereit

Sloan is a senior financial planner at Mercer Advisors, where she develops and executes comprehensive wealth management strategies for clients, specializing in planning for ultra-high-net- worth families.

Prior to joining Mercer Advisors, Sloan was on the financial planning team at Beacon Pointe Advisors. Sloan received her bachelor’s degree in business administration with an emphasis in personal financial planning from the University of Colorado in Boulder. In addition to being a CERTIFIED FINANCIAL PLANNER® Professional, she obtained her certification as a National Social Security Advisor™ (NSSA™). She also holds a FINRA Series 65 license.

Sloan grew up in Chicago and currently resides in Orange County, California. Outside of work, she enjoys surfing, playing volleyball, and spending time with family and friends.