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The financial terms of the deal were not disclosed.
In all, 15 MWM team members will be joining the Mercer Advisors’ team.
Elsewhere, Mercer Advisors has bought acquisition of Rowland Carmichael Advisors, a wealth management firm located in Scottsdale, Arizona.
RCA serves approximately 240 clients and nine RCA team members will be joining the Mercer Advisors’ team.
The financial terms of the deal were not disclosed.
People moves
Round Table Wealth Management
The global wealth and investment management firm has named Marianne Rodriguez as director and wealth adviser based in its Boca Raton, Florida office.
Prior to joining RTWM, she worked as a branch manager with a national brokerage firm.