Client Service Specialist
jdavis@merceradvisors.com
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.
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.
©2023 Mercer Global Advisors Inc. All rights reserved.
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.