We believe that having a diverse group of advisors helps us stay connected to the changing needs of today’s families, particularly during these pandemic times where personal advice and guidance is more important than ever.
DENVER (PRWEB) November 10, 2021
Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced that four senior wealth advisors were named to the Working Mother Top Wealth Advisor Moms list. Each advisor, selected by Working Mother and SHOOK Research, is chosen based on qualitative and quantitative criteria, including in-person interviews; industry experience and a focus on working with families to help them economically recover from COVID-19.
“We are thrilled to have several of our talented wealth advisors recognized by Working Mother for their outstanding work with families,” said Dave Welling, CEO of Mercer Advisors. “Our advisors are dedicated to working with families and delivering customized advice to meet their changing needs. We are honored that Working Mother is identifying the top advisors who are moms raising families themselves. We believe that having a diverse group of advisors helps us stay connected to the changing needs of today’s families, particularly during these pandemic times where personal advice and guidance is more important than ever.”
The four advisors from Mercer Advisors named to the Working Mother Top Wealth Advisor Moms List include:
- Jennifer Baick, MBA, CFP®, CDFA – Director of Financial Planning in Bellevue, WA is focused on multi-generational wealth, legacy planning, retirement strategies and charitable giving.
- 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.
- Jojo Cresci, CFP® - Wealth Advisor is focused on providing investment advice, portfolio design and financial planning advice to both private and institutional clients.
- 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.
“Mercer Advisors has a strong family focus and culture” said Martine Lellis, Chief Talent and Administrative Officer for Mercer Advisors. “We are committed to providing a flexible work environment to accommodate the needs of our staff and having some of our advisors who are moms recognized with this tremendous distinction from Working Mother promises a bright future for working women with families, their careers and the clients of Mercer Advisors.”
As part of Mercer Advisor’s commitment to a diverse workforce, the firm launched the InvestHERs women’s initiative several years ago. InvestHERS is a comprehensive program designed to attract women into the financial services industry, as well as to better serve the unique financial planning needs of women investors. Through this ground-breaking program, Mercer Advisors has increased the number of female executives and doubled the number of women on the Senior Leadership team. Women now hold almost 50% of client-facing roles at the firm, significantly higher than the industry average.
*Working Mother’s ranking of the Top Wealth Advisor Moms List https://www.workingmother.com/2021-wkm-top-wealth-advisor-moms.pdf developed by SHOOK Research considered women advisors with a child 21 or younger still living at home. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information, see shookresearch.com.
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 $33.5 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has over 630 employees, and operates nationally across the country with more than 55 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 September 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. The CDFA® mark is the property of The American College, which reserve sole rights to its use, and is used by permission.