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US in the news: Mercer Advisors makes triple acquisition

A round-up of people moves and M&A deals across North America

New yorkUnited statesRye brookNew jerseySan diegoAmerican forkCynthia pulverBarry waxlerRaymond jamesJohn david jensenPaul leeDebra sendelbachDeborah stevensonMaxie edward wrenn jrSteve cordascoTim ziola

Mercer Global buys $238 million RIA - InvestmentNews

Mercer Global Advisors, acquired Wrenn Financial Strategies, a Raleigh, North Carolina-based registered investment adviser

United statesMaxie edward wrenn jrJanice wrennCordasco financial networkMercer global advisorsWrenn financial strategiesNorth carolina basedEdward wrennHawsgoodwin investment management

Mercer Advisors Acquires Wrenn Financial Strategies, Inc

/PRNewswire/ Mercer Global Advisors, Inc. ("Mercer Advisors"), a full-service wealth management firm and national Registered Investment Adviser (RIA), today.

United statesNorth carolinaDave bartonMaxie edward wrenn jrJanice wrennChris tofalliDavid bartonMax wrennChris tofalli public relationsMercer global advisors incWrenn financial strategies incCertified financial planner board of standards incExchange commissionMercer advisors incPrnewswire mercer global advisors incServices law group inc

Mercer Advisors Acquires Wrenn Financial Strategies, Inc

/PRNewswire/ Mercer Global Advisors, Inc. ("Mercer Advisors"), a full-service wealth management firm and national Registered Investment Adviser (RIA), today.

United statesNorth carolinaDave bartonMaxie edward wrenn jrJanice wrennChris tofalliDavid bartonMax wrennChris tofalli public relationsMercer global advisors incWrenn financial strategies incCertified financial planner board of standards incExchange commissionMercer advisors incPrnewswire mercer global advisors incServices law group inc

Mercer Advisors Acquires Wrenn Financial

Wrenn serves over 150 clients with a total assets under management reaching $238 million.

North carolinaUnited statesJanice wrennDavid bartonMax wrennWrenn financial strategies incMercer global advisorsMercer advisors

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