Forbes
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.
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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