Mercer Advisors
Financial Services
Denver, Colorado, United States
1.26K employees
- Employees
- 1.26K
- Contacts
- 3
- Emails
- 3
- Phones
- 3
Mercer Advisors Overview
- Headquarters
- Denver, Colorado, United States
- Phone Number
- Available in AeroLeads
- Website
- merceradvisors.com
- Industry
- Financial Services
- Employees
- 1.26K
- Founded
- 1985
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Mercer Advisors
Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.
Mercer Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Mercer Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Stacy Orff | Vice President, Platform Marketing at Mercer Advisors | San Francisco Bay Area, United States |
Email
Phone
|
| Kenny Landgraf | Client Advisor at Mercer Advisors at Mercer Advisors | Austin, Texas, United States |
Email
Phone
|
| Will Rockett, Cfa | Investment Strategist Team Leader - Financial Advisor Education - Alternative Investments - Adjunct Professor |
View
|
|
| Jim Bagnato | Experienced Financial Planner | Denver Metropolitan Area, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
28 profiles
Manager
21 profiles
Director
8 profiles
Senior / Lead
7 profiles
Executive
5 profiles
Associate / junior
5 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 7 | 7 | 3 |
| Legal | 7 | 7 | 3 |
| Marketing | 6 | 6 | 1 |
| Operations | 6 | 6 | 0 |
| General | 5 | 5 | 1 |
| Sales | 5 | 5 | 0 |
Mercer Advisors Tech Stack
Engineering
6 profiles
Data / AI
3 profiles
Cloud / infrastructure
1 profile
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