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David Simpson

Senior Investment Strategist

CFP®, CFA

dsimpson@merceradvisors.com

David Simpson began his financial services career in 2000. Prior to joining Mercer Advisors, he held various roles working with individual investors as well as retirement plan participants. He has a strong interest in working with clients to help them achieve their financial objectives David graduated with a Bachelor’s degree in Finance from San Diego State University and an MBA in Global Management with an emphasis in finance from Thunderbird School of Global Management. He holds the CFA® Charter and is a member of the CFA Society of Seattle. When not in the office, David enjoys spending time with his wife, playing golf, and volunteering.

Bellevue

10655 Northeast Fourth Street
Suite 810
Bellevue, Washington 98004

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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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