Morwenna Borden
Sr. Estate Planning Strategist
mborden@merceradvisors.com
Morwenna focuses her time assisting individuals and families navigate the complexities of estate planning with a focus on advanced estate planning solutions including estate tax reduction techniques, wealth replacement strategies, intrafamily gifting, and charitable planning. Prior to joining Mercer Advisors, Morwenna worked with a private law firm in the fields of estate planning, estate administration, and trust administration. She received her undergraduate degree in Philosophy and focuses her law school endeavors in estate planning and tax law. In her free time, Morwenna loves to ride her motorcycle, go mushroom foraging in the summer months, and ski through the snowy season.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All legal advice and estate planning document preparation are provided through Advanced Services Law Group, Inc. (“ASLG”). Estate Planning Strategist employed by Mercer Advisors act concurrently as Counsel with ASLG to provide these legal services and advice to clients. The services of Mercer Advisors and ASLG are separate and distinct from one another, with each requiring a separate agreement and having separate compensation arrangement for services rendered.
