Forbes

Mercer Advisors’ Jessica Caruso and Tracey Turko are Named by Forbes as Top Women Wealth Advisors

Jessica Caruso, Client Advisor and Branch Manager, and Tracey Turko, Client Advisor and Regional Director, have both been placed on the prestigious 2020 Forbes top women wealth advisors list. Caruso and Turko are also steering committee members of Mercer Advisors’ award-winning InvestHERs women’s initiative which strives to become the wealth management firm of choice for women advisors and clients. This culture of women raising each other up through the InvestHERS initiative attracts advisors. Nearly 50% of Mercer Advisors’ client-facing team members are women, more than double the industry average.

CIO Don Calcagni talks with MarketWatch about the recent fluctuations in the markets due to Coronavirus.

Jun 22, 2020

Mercer acquires $554 million RIA ClearRock Capital

Jul 1, 2020

Mercer Advisors Acquires Argosy Wealth Management, Inc.

Jun 30, 2020

Mercer Advisors acquires M.J. Smith and Associates, Inc.

Jul 8, 2020

Don Calcagni, CIO, Point of View on What is Needed to Calm the Nervous market (Coronavirus)

Mar 10, 2020

CIO Don Calcagni talks with MarketWatch about the recent fluctuations in the markets due to Coronavirus.

Jun 22, 2020

Mercer acquires $554 million RIA ClearRock Capital

Jul 01, 2020

Mercer Advisors Acquires Argosy Wealth Management, Inc.

Jun 30, 2020

Mercer Advisors acquires M.J. Smith and Associates, Inc.

Jul 08, 2020

Don Calcagni, CIO, Point of View on What is Needed to Calm the Nervous market (Coronavirus)

Mar 10, 2020

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