Alice McDermott

Wealth Advisor

CFP®

alice.mcdermott@merceradvisors.com

808.871.1006

Alice McDermott joined Mercer Advisors via the FIM Group acquisition in December 2018. Prior to the acquisition, she worked with FIM Group for almost 22 years, where she had the privilege of assisting clients with their financial, tax, retirement, college and estate planning. Among her professional accomplishments, Alice is authorized by the Certified Financial Planner Board of Standards (CFP^® Board) to use the certification marks CFP^® in accordance with CFP^® Board certification and renewal requirements. These marks identify those individuals who have met the rigorous education, examination, experience and ethical requirements of the CFP^® Board.

Alice earned an undergraduate degree from California Polytechnic State University in San Luis Obispo, where she studied finance and accounting.

Although raised on Oahu, Alice settled on the island of Maui in 1992. She and her husband Joe are blessed with four children – Matthew, Grady, Shannon and Jessica. In her spare time, she enjoys reading, paddling canoe, stand-up paddle boarding, hiking and traveling.

Kahului

33 Lono Avenue
Suite 390
Kahului, Hawaii 96732

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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Alice McDermott

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