Mercer Advisors

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
Industry
Financial Services
Employees
1.26K
Founded
1985
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Stacy Orff Vice President, Platform Marketing at Mercer Advisors
Email Phone
Kenny Landgraf Client Advisor at Mercer Advisors at Mercer Advisors
Email Phone
Will Rockett, Cfa Investment Strategist Team Leader - Financial Advisor Education - Alternative Investments - Adjunct Professor
View
Jim Bagnato Experienced Financial Planner
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 Email 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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