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Amy Boyd

Sr. Financial Planner

CFP®

aboyd@merceradvisors.com

Amy embraces the team concept for client servicing and understands that each client presents a unique set of circumstances that requires custom-tailored solutions. Amy graduated from Western Carolina University in 2001 with a Master of Science degree in Applied Mathematics and became a CFP® professional in 2008. She has worked with Wrenn Financial Strategies since 2003. Amy’s math aptitude enables her to take a quantitative approach to serving clients in financial planning and investment management. Born and raised in western North Carolina, Amy moved to North Raleigh in 2003 where she currently resides with her husband Mike and two daughters. In her spare time, she enjoys spending time with family, traveling, baking and playing board games.

Raleigh

8352 Six Forks Road
Suite 201
Raleigh, North Carolina 27615

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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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