Josh Davis

Financial Planner

Josh is excited to be a member of the Mercer Advisors team because it will allow him the opportunity to help others through financial planning, something he has always been passionate about. Josh joined Mercer Advisors in May of 2022 after graduating from Western Michigan University with a Bachelor of Business Administration in Finance. As a Client Service Specialist, he handles a hybrid role of portfolio rebalancing, translating portfolio holding allocations to clients, and building client relationships. Josh is currently pursuing the CFP® certification and hopes to eventually become a Wealth Advisor. He is an extremely motivated and determined individual who wants to do right by others. Josh grew up in the suburbs of Chicago and has a strong passion for spending quality time with his family and focusing on living a healthy lifestyle.


590 West Centre Avenue

Portage, Michigan 49024

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