Linda is a senior financial planner at Mercer Advisors, adept at portfolio management, investment research and analysis, financial planning, client servicing, and investment consulting.
Linda has spent her entire career in wealth management and loves helping clients realize their financial dreams through comprehensive financial planning. Prior to joining Mercer Advisors she was an associate wealth advisor at Buckingham Strategic Wealth.
She earned her MBA from the University of Chicago Booth School of Business and her bachelor’s in finance from the University of Illinois, Chicago. She is a CERTIFIED FINANCIAL PLANNER® (CFP®) Professional, a member of the CFA Society of Chicago, an Accredited Investment Fiduciary (AIF ®), and she holds FINRA Series 66 license.
Based in Chicago, where she was born and raised, Linda loves spending her free time with her three boys. She is an outdoor enthusiast and loves country music concerts.
Schaumburg
475 North Martingale Road Suite 300 Schaumburg, Illinois 60173