David S. Currier

Wealth Advisor

CFA^®, CFP^®

dcurrier@merceradvisors.com

800.335.1404

David Currier spent 10 years in investments as a portfolio manager and an investment banker. David has a comprehensive understanding of broad capital markets with a specific expertise within the equity and fixed-income markets.

Prior to joining Mercer Advisors, David was the Director of Portfolio Management at First Ohio Planning. David’s primary responsibilities included portfolio construction and management, client interaction, and building long-standing relationships with new clients. With a quantitative background, David is well-versed in translating economic indicators and positioning portfolios accordingly.

David attended the University of Colorado in Boulder where he majored in Economics. David is a Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER^TM professional and a member of the CFA Society of Columbus.

Columbus

600 N. Cleveland Avenue
Suite 140
Westerville, Ohio 43082

Visit Office

Why not get in touch?

We’ll team you up

with one of our talented wealth advisors who will help you connect all your financial dots

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.

Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS.

If you have questions related to our terms and conditions please email [privacy (at) merceradvisors (dot) com]. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

David S. Currier

Why not get in touch?

We’ll team you up

Let’s Connect Your Dots