Sr. Wealth Advisor
Alan began his wealth management career in 1996 and was Principal and Senior Advisor with Kays Financial Advisory Corporation before joining Mercer Advisors. He is a CERTIFIED FINANCIAL PLANNERTM professional, and he is well-versed in investment management, retirement income and distribution planning. He graduated from the University of Florida with a Doctor of Business Administration in Finance and a Master of Business Administration in Finance from Kennesaw State University. Alan is also a part-time Adjunct Finance Faculty at Southern New Hampshire University and the University of Maryland Global Campus where he teaches in their CFP® Board Registered programs.