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Letters and feedback: July 22, 2021 msn.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from msn.com Daily Mail and Mail on Sunday newspapers.
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 ....
Mercer Global Advisors Acquires Women-Led MWM themiddlemarket.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from themiddlemarket.com Daily Mail and Mail on Sunday newspapers.
Share this article Share this article DENVER, Jan. 11, 2021 /PRNewswire/ Mercer Global Advisors Inc. ( Mercer Advisors ), a national Registered Investment Adviser ( RIA ), today announced the acquisition of McGee Wealth Management, Inc. ( MWM ), a respected wealth management firm located in Portland, Oregon. MWM serves approximately 800 clients with assets under management ( AUM ) of approximately $815 million. MWM was founded by Judith A. McGee, L.H.D., CFP®, ChFC® ( Judith ) joined by her daughter D. Linette Dobbins, CFP® ( Linette ), focusing on delivering comprehensive wealth management services to their high net worth (HNW) clients. MWM has four shareholders that include Judith, Linette, Jennifer Currin Gutridge, CFP® ( Jennifer ), and Sarah Elise Berry, Vice President ( Sarah ). In all, fifteen (15) MWM team members will be joining the Mercer Advisors team. The MWM transaction closed December 31, 2020. ....
Mercer Global buys second woman-led RIA in a week McGee Wealth Management, a Portland, Oregon-based firm with 800 clients and $815 million in assets under management, is leveraging the sale for succession planning. January 11, 2021 Mercer Global Advisors is buying McGee Wealth Management, a Portland, Oregon-based firm serving 800 clients and managing $815 million, in its third acquisition this month of a firm with more than $800 million under management. McGee Wealth, co-founded by Judith McGee and Linette Dobbins, is the second woman-led RIA Mercer has acquired in less than two weeks. Mercer also announced last week that it is buying Kays Financial Advisory, another Atlanta-based RIA managing $800 million. ....