Regional Sales Associate
kmaxwell@merceradvisors.com
Kimberly began her career in the financial services industry in 2020. Prior to joining Mercer Advisors, she worked as a tax specialist at a small CPA firm in Alpharetta, where she developed a love for accounting and customer service. With a strong background in tax law and creative problem-solving, her work in the field has helped her realize a desire to learn more about investing and managing finances. Kimberly graduated from The University of Oklahoma with a bachelor’s degree in drama and an emphasis in acting. When she isn’t working or performing, she enjoys long-distance hiking, and in 2015 completed the entire Appalachian Trail by herself.
Learn more about connecting the dots of your financial life.
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 select third parties unrelated to Mercer Advisors. 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.
©2024 Mercer Global Advisors Inc. All rights reserved.