David Barton Email & Phone Number

David Barton has held many senior leadership positions at Mercer Advisors including CEO for 9 years (2008-2017), President and General Counsel. David was the architect of Mercer Advisors’ Family Office business model, created its high quality / institutionalized service model, developed referral partnerships with TD Ameritrade, Schwab, Scottrade, etc., making Mercer Advisors one of the fastest organic growing RIAs in the United States.Mr. Barton stepped down as CEO in late 2017 to focus on and lead M&A for Mercer Advisors. Since then, Mercer Advisors has become a leading acquirer completing 81 acquisitions with over $40 billion in acquired AUM. Mr. Barton was named “2018 M&A Leader of the Year”, and also won “2020 Best M&A Deal of the Year”. Mr. Barton was a successful trial attorney in California before joining Mercer Advisors.

Listed skills include Investment Advisory, Wealth Management, Leadership, Strategic Planning, and 43 others.