Mercer Advisors Convenes 2nd Annual “InvestHERs” Summit

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Innovative diversity program gaining momentum as industry-leading women’s initiative; Featuring dynamic keynote speakers, engaging content and virtual networking to foster the success of women advisors

InvestHERs is Mercer Advisor’s award-winning women’s program to attract women into the financial services industry, as well as to support women investors unique wealth management needs.

Mercer Global Advisors Inc. (Mercer Advisors), a full-service wealth management firm and one of the largest independent Registered Investment Advisers in the U.S., today announced the results of its recently held “InvestHERs” Summit. InvestHERs is Mercer Advisor’s award-winning women’s program to attract women into the financial services industry, as well as to support women investors' unique wealth management needs. InvestHERs was recently recognized as a winning initiative in the prestigious’s “Wealthies” Industry Awards Program.

Held virtually over three days, over 100 women professionals at Mercer Advisors gathered to hear from industry luminaries key note speakers, including Carrie Schwab-Pomeranz, Board Chair and President of the Charles Schwab Foundation, Stacey Winning, Deputy Head of HR for Dimensional Fund Advisors, and Kristen Johnson, Vice President, Practice Management and Consulting for Fidelity Investments. These three industry leaders shared their experience, advice, and guidance for developing a successful career as a female professional in wealth management and best practices for working with women clients.

Additionally, the agenda featured the theme, “Invest In You” through interactive discussions, breakout sessions and networking opportunities to help prepare and groom the female leaders of Mercer Advisors. Key topics unique to the female experience in wealth management that resonated with the attendees included, Leading From Any Seat, Navigating Ambiguity, Executive Presence, and Tips for Giving and Receiving Feedback.

“We launched InvestHERs in mid 2018 to address a glaring issue in the industry that women have been underrepresented in financial services and have seen an overwhelming positive response, not only from the female team members at Mercer Advisors, but also from the industry,” said Karen Lee, Chief Marketing and Strategy Officer for Mercer Advisors. “InvestHERs has been well received at the firm and we now have over 100 women in mentorship programs where they are gaining skills, learning from their peers and extending the message that there are tremendous opportunities for women in wealth management.”

“The investHERs community has grown tremendously over the last 12 months since we held our first InvestHERs Summit,” said Kara Duckworth, Managing Director of the Client Experience for Mercer Advisors. “Beyond our annual gathering, we have provided 11 scholarships to aspiring underserved college students to pursue careers in financial services, as well as held 26 women and wealth client events.”

According to the CFP Board of Standards*, women CFP certificants have stayed low at around 20-23% for the last several years. Mercer Advisors has been a consistent leader in the number of female staff, as well as having women in executive roles.

“The InvestHERs program is delivering on our dual mission of becoming the wealth management firm of choice for women and being the best place to work for women advisory professionals,” said Dave Welling, CEO of Mercer Advisors. “We are extremely proud of the results of the great work being done by our InvestHERs community and look forward to continuing to invest in the program as women increasingly become primary decision makers for their family’s finances and leaders in financial services careers. Our entire leadership team remain steadfast in our commitment to being a positive force of change in our industry.”

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 over $21 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has over 450 employees, and operates nationally across the country with 40+ 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 Inc. has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors, Inc. For more information, visit


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