Mercer Advisors Company Profile, Contacts & Intelligence

Financial ServicesDenver, Colorado, United States1.26K employeesFounded 1985
3 contacts with email or phone data3 with email data3 with phone data
View verified contacts Compare competitors
Employees
1.26K
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts
Departments
9
Mapped contact coverage

Mercer Advisors Overview

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.

Headquarters
Denver, Colorado, United States
Website
merceradvisors.com
Industry
Financial Services
Founded
1985
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Holistic Wealth Management Financial Planning Family Wealth Office Investment Management Risk Management Asset Protection Estate Tax and Legacy Planning Retirement Plan Design and Administration

Mercer Advisors Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 3 with phone data in the visible sample.
9 departments represented
Visible contacts with email or phone data are mapped to these departments.
23 company-domain emails
Visible contacts using Mercer Advisors's company email domain.
Finance
7
Legal
7
Marketing
6
Operations
6
General
5
Sales
5

Mercer Advisors People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

S
Stacy Orff
Vice President, Platform Marketing at Mercer Advisors
EP
K
Kenny Landgraf
Client Advisor at Mercer Advisors at Mercer Advisors
EP
W
Will Rockett, Cfa
Investment Strategist Team Leader - Financial Advisor Education - Alternative Investments - Adjunct Professor
J
Jim Bagnato
Experienced Financial Planner
EP

Mercer Advisors Workforce Composition

Seniority breakdown across 74 visible profiles.

Individual contributor
28
Manager
21
Director
8
Senior / Lead
7
Executive
5
Associate / junior
5

Mercer Advisors Technology & Talent

Technology-related job titles represented in the visible people data.

Engineering
6
Data / AI
3
Cloud / infrastructure
1

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