Mercer Advisors’ Alise Kraus Receives Prestigious Investment News’ 40 Under 40 Award

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Influential publication recognizes Bay Area branch manager and longtime financial advisor’s leadership, industry contributions, future potential

I became an advisor because I wanted to help people live more fulfilling and successful lives. Through the study of financial planning, I learned how to guide and coach people to build wealth rather than center their lives around money.

Alise Kraus, CFP®, is among a select group of financial advisors to be named a 40 Under 40 honoree for 2019 by Investment News, a leading provider of news, analysis and information for the financial advisory. Kraus and the other 39 winners are profiled in a special issue of Investment News released today.

Now in its sixth year, the 40 Under 40 list recognizes 40 financial professionals younger than age 40 who are changing this industry for the better. Investment News reporters, editors, and other representatives selected the winners from a pool of nearly 1,000 nominees based on their level of accomplishment, leadership, contributions to the financial advice industry, and future potential.

Kraus, who began her financial services career in 2007, is a client advisor and manages the Walnut Creek, California, branch of Mercer Advisors. She also serves on the steering committee of InvestHERS, which is an initiative designed to attract women into the financial services industry, as well as to better serve the unique wealth management needs of women investors.

“I became an advisor because I wanted to help people live more fulfilling and successful lives. Through the study of financial planning, I learned how to guide and coach people to build wealth rather than center their lives around money. It’s an honor to become a part of clients’ lives, and to be doing work that is worth doing on a daily basis. I’m grateful that Mercer Advisors provides such great opportunities to learn from other talented professionals, support my clients in achieving their dreams, and to grow in my profession.”

“Alise is an exceptionally bright and supportive advisor who puts her full energy into surpassing clients’ expectations,” said Dave Welling, CEO of Mercer Advisors. “Everyone who’s worked with her can tell you how much Alise deserves this prestigious honor, which also reflects our company’s belief in creating avenues for exceptional people to grow and excel.”

About Mercer Advisors
Established in 1985, Mercer Advisors Inc. is a total wealth management firm that provides comprehensive, fee-only investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. Mercer Advisors is the parent company of Mercer Global Advisors, one of the largest Registered Investment Advisers and financial planning firms in the U.S. with over $15 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held and has over 360 employees with 40 locations across the country. For more information, visit http://www.merceradvisors.com.

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