Seven Advisors from Mercer Advisors Named to the 2021 Forbes Top Women Wealth Advisors List
Share Article
Julianne Andrews, Jennifer Baick, Jessica Caruso, Laura Combs, Judith McGee, Cathy Miller, and Tracey Turko all recognized for offering exemplary service in a year of unprecedented challenges by industry leading financial magazine
Women now hold over 50% of client-facing roles at the firm, significantly higher than the industry average and we are extremely proud of these seven outstanding financial professionals. DENVER (PRWEB) April 26, 2021 Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced that seven senior wealth advisors were named to the Forbes Top Women Wealth Advisors’ List. Each advisor, selected by SHOOK Research, is chosen based on qualitative and quantitative criteria, including: in-person interviews; industry experience; complian
Mercer Advisors Expands Executive Ranks with the Promotion of 4 Managing Directors prweb.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prweb.com Daily Mail and Mail on Sunday newspapers.
Mercer Advisors Acquires Epstein & White Financial, LLC
Acquisition of Epstein & White Financial, LLC (Registered Investment Adviser), Expands Mercer Advisors Presence in California
News provided by
Share this article
Share this article
DENVER, March 10, 2021 /PRNewswire/ Mercer Global Advisors, Inc. ( Mercer Advisors ), a national Registered Investment Adviser (RIA), today announced the acquisition of Epstein & White Financial LLC (and related entity Epstein & White Retirement Income Solutions, LLC) (hereinafter collectively referred to as EWF ), a respected wealth management firm located in San Diego, California. EWF serves approximately 1,300 clients with client assets of approximately $740 million. EWF was founded in 2013 by Brad White, CFP® focusing on delivering comprehensive wealth management services to their mass affluent and high net worth (HNW) clients. EWF has over twenty (20) team members who will be joining the Mercer Advisors team.