Having some of our leading younger advisors recognized with this tremendous distinction from Forbes is a fantastic validation of our approach and promises a bright future for their careers and the clients of Mercer Advisors.
DENVER (PRWEB) October 20, 2021
Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced that four senior wealth advisors were named to the Forbes Top Next-Gen Wealth Advisors list. Each advisor, selected by SHOOK Research, is chosen based on qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.*
“We are thrilled to have several of our talented wealth advisors recognized by Forbes as emerging leaders in wealth management,” said Dave Welling, CEO of Mercer Advisors. “This is a great testament to our thriving culture that supports the development of talent and a more diverse team. We are honored that Forbes is identifying the future leaders of the industry.”
The four advisors from Mercer Advisors named to the Forbes Top Next-Gen Wealth Advisors List include:
- Jessica Caruso, CFP® - Senior Wealth Advisor and Senior Director in Northern California is focused on delivering comprehensive financial planning and leading the Bay Area wealth advisor team.
- Laura Combs, CFP® - Managing Director of the Colorado and Midwest Region is focused on integrating the diverse elements of financial planning and investment management and is also a member of Mercer Advisors’ Investment Committee and Senior Leadership Team.
- Josh DeForest, CFA, CFP® - Managing Director, Northwest Region, is focused on providing clients with personalized advice to meet their unique objectives related to financial planning, investment management, estate planning and is also a member of Mercer Advisors’ Investment Committee and Senior Leadership Team.
- David Kerber, CFP®, CRPC®, MPAS® - Senior Wealth Advisor and Director in Scottsdale, AZ, is focused on working with High Net Worth individuals to organize all aspects of their financial lives, including portfolio management, cash flow planning, estate planning, and tax planning.
“Mercer Advisors has a strong focus on developing advisor expertise and future leaders of the company as well as the industry. Through offering scholarships to local universities to promote financial planning as a dynamic, engaging, and fulfilling career, to investing in programs for advisors to advance their areas of expertise through industry credentials and advance degrees we believe in the continuous investment in our talent to build their careers,” said Martine Lellis, Chief Talent and Administrative Officer for Mercer Advisors. “Having some of our leading younger advisors recognized with this tremendous distinction from Forbes is a fantastic validation of our approach and promises a bright future for their careers and the clients of Mercer Advisors.”
*The Forbes ranking of Top Next Gen Wealth Advisors https://www.forbes.com/top-next-gen-advisors/#163102ef6df0 developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 3,389 advisors were considered for the Next-Gen ranking. 500 advisors were named to the final Next-Gen advisors list.
About Mercer Advisors
Established in 1985, Mercer Global Advisors Inc. (“Mercer Advisors”) is a full-service wealth management firm that specializes in providing investment advice, financial and estate planning, and taxes, and corporate trustee and trust administration services. It is one of the largest Registered Investment Advisers and financial planning firms in the U.S. with ~$32.5 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has over 600 employees, and operates nationally across the country with 60 locations. Mercer Advisors, Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s). More information about MAIS and our Strategic Partners may be found in our Form ADV 2A. Visit us at http://www.merceradvisors.com.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through its affiliation with Advanced Services Law Group, Inc.
Data as of August 30, 2021. AUM includes affiliates and wholly owned subsidiaries announced to date.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. CHARTERED RETIREMENT PLANNING COUNSELOR℠ and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries. Master Planner Advanced StudiesSM and MPAS® are trademarks or registered service marks of the College for Financial Planning in the United States.