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Josh Davis

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.

Portage

590 West Centre Avenue

Portage, Michigan 49024

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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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