Marlie Montgomery

Client Service Specialist

Marlie Montgomery headshot

Marlie began her career in 1998 and has held various client-service and executive-office management positions. She joined Mercer Advisors in 2022 via the acquisition of The Asset Advisory Group. Marlie enjoys building relationships with clients and strives to provide a superior, personal experience for them. Throughout her career, she has always emphasized professionalism and a willingness to learn. In her spare time, Marlie enjoys being with family and friends and volunteering with her church. She’s also an avid gardener and reader of fiction.


9200 Montgomery Road

Cincinnati, Ohio 45242

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