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Anna Moseley

Client Service Specialist

amoseley@merceradvisors.com

Anna’s experience in the financial services industry includes service and leadership roles at organizations such as Raymond James, Capital One, Bank of America, and Wells Fargo. When assisting clients, she loves to think outside the box and provide solutions that no one else has thought about. She emphasizes a balance of empathy and rational analysis when addressing a client’s concerns. Anna attended Texas A&M University-Commerce, where she earned a bachelor of applied arts and science degree in business, and and she’s currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification. Anna has three sons and one stepdaughter, and her husband is a retired military service member.

Rockwall

1 Horizon Court
Suite A
Rockwall, Texas 75032

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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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