Regional Vice President
CFP®
babatemarco@merceradvisors.com
800.955.5993
Brian began his career in wealth management in 2014. Prior to joining Mercer Advisors, Brian worked at two registered investment advisory firms managing client relationships and providing portfolio management services to his clients. Brian is passionate about facilitating the sales process and sharing with potential clients the value that Mercer Advisors provides. Brian is a native of the Washington, D.C. Metro area and enjoys traveling, The Washington Football Team, and spending time with family and friends. He graduated from Virginia Tech with a degree in Finance and a concentration in financial planning, and currently holds the FINRA Series 66 License. In addition, Brian is a CERTIFIED FINANCIAL PLANNERTMprofessional.
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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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