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Julia Messineo

Associate Wealth Advisor, Wealth Path Group

CFP®

jmessineo@merceradvisors.com

Julia holds the FINRA Series 66 license and is an Investment Advisor Representative. She is currently a Candidate for CFP® certification. She began her career in financial services working as a Financial Solutions Advisor for Merrill Lynch where she provided personalized investment management strategies to help clients achieve their financial goals. She joined Mercer Advisors in 2021 and is passionate about serving clients and assisting them in planning for what they deem most important. Julia graduated from the University of Colorado’s Leeds School of Business with a Bachelor of Science Business Administration degree in Finance and an emphasis in Personal Financial Planning. Julia is originally from New Jersey but moved to Colorado 5 years ago. In her spare time, she enjoys skiing in the beautiful Rocky Mountains.

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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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