Skip to main content

PRWEB

Laura Combs Promoted to Senior Management Role

Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced the promotion of Laura Combs, CFP® to Managing Director with responsibility for Mercer’s offices in the Central part of the U.S. With the promotion and expansion of responsibilities, Combs will also become a member of Mercer Advisors’ Senior Leadership Team.

Combs has been with Mercer Advisors for over a decade and has held multiple positions in the organization focused on serving clients and their wealth management needs. In the new, Managing Director role, Combs will now oversee Mercer Advisors’ rapidly growing businesses in Boulder and Denver, CO as well as for the Chicago, IL and Omaha, NE offices.

“Laura has distinguished herself as an advisor and experienced leader with a passion for serving clients and helping them find their path to Economic Freedom™,” said Dave Welling, CEO for Mercer Advisors. “Her dedication and commitment to helping clients succeed as well as her approach to developing fellow team members is a perfect combination of skills that will help us to continue to grow our business here in our home state of Colorado, as well as in the greater Midwest.”

Combs serves on the executive steering committee for Mercer Advisors’ award-winning InvestHERs women’s initiative, which focuses on becoming the wealth management firm of choice for women advisors and clients. Combs has also been recently recognized by the Thrive Awards as one of the fastest growing financial advisors in the country.

Combs began her career in the investment management industry in 2008. Her financial advisor experience includes the diverse elements of financial planning and investment management by helping clients achieve their short- and long-term goals, and navigate life changing events with confidence and clarity. A member of Mercer Advisors Investment Committee, Combs provides investment analysis and helps with manager selection for Mercer Advisors’ clients. Combs graduate from Wheaton College with a degree in Communications and a minor in Spanish.

About Mercer Advisors

Established in 1985, Mercer Global Advisors Inc. (“Mercer Advisors”) is a total wealth management firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with over $18 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has over 400 employees, and operates nationally through 47 offices across the country. For more information, visit http://www.merceradvisors.com.

10 Year-End Tips to Cut Clients’ Tax Bills

Dec 13, 2018

Albert Zdenek Named Forbes Best-In-State Wealth Advisors 2019

Mar 29, 2019

Alise Kraus Receives Prestigious Investment News’ 40 Under 40 Award

Jun 17, 2019

CEO Dave Welling Speaks with CardRates about our Financial Planning Services for Families

Feb 10, 2021

CIO Don Calcagni Joins Bloomberg Live in a Roundtable Discussion on Cryptocurrency

Dec 18, 2020

10 Year-End Tips to Cut Clients’ Tax Bills

Dec 13, 2018

Albert Zdenek Named Forbes Best-In-State Wealth Advisors 2019

Mar 29, 2019

Alise Kraus Receives Prestigious Investment News’ 40 Under 40 Award

Jun 17, 2019

CEO Dave Welling Speaks with CardRates about our Financial Planning Services for Families

Feb 10, 2021

CIO Don Calcagni Joins Bloomberg Live in a Roundtable Discussion on Cryptocurrency

Dec 18, 2020

Talk to Us.