Joining Mercer advisors was an incredibly easy decision for me. I was immediately drawn to the strength of the mission, a family office approach for all clients. Mercer advisors has a very distinct strategy, building an integrated team to support clients led by a wealth adviser. It separates service and relationship management from sales so the adviser stays focused on the client and complements investment advice with specialized teams spanning financial planning, tax, trust, insurance, and estate planning. But beyond that strategy, the people and culture were incredibly impressive.
I met with a wide range of senior leaders across the business. All of them were smart, passionate, and committed, and also kind and collaborative. And part of my journey as a prospective employee was realizing I genuinely wanted to be a client of this firm as well.
The promise of integrated advice across every aspect of my financial life is exactly what I and so many others need and want. My name is Melissa Nims, and this is why I made the decision to join Mercer Advisors. This is a special place, and I’m grateful to be part of it.
