Anthony Masterson

Anthony is passionate about helping financially successful people simplify their life by creating, managing, and ultimately distributing their wealth in the most efficient ways. Prior to joining Mercer Advisors, he helped clients achieve financial independence at TD Ameritrade, Edelman Financial Engines, and J.P. Morgan. Anthony is a proud alumnus of the University of California, Los Angeles, with a bachelor of arts degree in psychology. He holds the FINRA Series 66 licenses, along with credentials for Chartered Retirement Planning Counselor(SM) and Accredited Asset Management Specialist (SM). Anthony enjoys traveling, golf, tennis, lap swimming, cooking, and playing guitar with friends. He lives in Denver with his wife, daughter, and their dog Auggie.