DENVER, June 10, 2021 /PRNewswire-PRWeb/ -- Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, today announced today that InvestmentNews has recognized Laura Combs, CFP® as a 2021 "40 Under 40" Honoree. Combs was chosen from a pool of nearly 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to earn a spot on the final list of 40 talented individuals.
"I am extremely honored with this fantastic industry recognition," said Combs. "The experience, skills and career development I've been able to tap into at Mercer Advisors has provided me with an incredible opportunity to expand my ability to lead change, not only for our clients and our firm, but also to serve as an example to the wealth management industry at large."
InvestmentNews' 40 Under 40 project strives to award the young talent that is rarely recognized in the financial advice industry. By recognizing these honorees, InvestmentNews hopes to reveal the promising future for the industry.
"The 2021 class of 40 Under 40 honorees stood out in a remarkable year," said George B. Moriarty, Chief Content Officer of InvestmentNews. "This diverse group represents the great things the financial advice industry will accomplish in the future."
"Laura has been a standout leader for our firm and our industry and has distinguished herself as a relentless advocate for supporting our clients on their path to Economic FreedomTM," said Dave Welling, CEO for Mercer Advisors. "We couldn't be more proud of her work and the example she is setting for future leaders in wealth management."
Combs, along with the others making the 8th annual 40 under 40 list, is highlighted in the June 7, 2021 issue of InvestmentNews and online at investmentnews.com.
The 2021 list and criteria for this award can be found here.
About InvestmentNews
InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos, podcasts and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it. The InvestmentNews headquarters is located in New York, with an office in Washington D.C. InvestmentNews is part of Bonhill Group Plc.
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 is one of the largest Registered Investment Advisers and financial planning firms in the U.S. with over $30 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has over 561 employees, and operates nationally across the country with 45+ locations. Mercer Advisors, Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital. Data as of April 30, 2021 and includes affiliates and wholly owned subsidiaries announced to date.
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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Media Contact
Timothy Welsh, Nexus Strategy, LLC, 415-847-4874, [email protected]
SOURCE Mercer Advisors
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