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Madi Bradley

Client Service Specialist

mbradley@merceradvisors.com

Madeline’s background in English has instilled a meticulous attention to detail and a strong capacity to think critically, which she balances with her fresh, creative perspective on the world. She has uncovered a strong affinity for Financial Planning as it shares a similar foundation with English: Human connection. Madeline joined Mercer Advisors via the Sanford Financial acquisition in May of 2022. Prior to the acquisition, she worked with Sanford Financial for a year and a half, where she focused on her licensing and career development, and directly assisted Scott Williams with his clientele. Madeline graduated from MSU Honors College with a Bachelor of Arts. She intends on pursuing her CFP® certification and utilizing her distinctive skillset to assist clients from all walks of life.

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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