Freedom to enjoy, freedom from anxiety, freedom to give back. The confidence knowing your lifetime journey is on a path for success – this is what a holistic wealth management plan can do for you. As a full-service wealth management firm, Mercer Advisors helps you with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services, we have your life journey covered.
View Top Employees from Mercer Global Advisors| Website | https://merceradvisors.com |
| Revenue | $8 million |
| Employees | 7 (7 on RocketReach) |
| Founded | 1985 |
| Address | 965 Post Road East, Westport, Connecticut 06880, US |
| Phone | (203) 222-3575 |
| Technologies |
JavaScript,
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| Industry | Investment Management, Finance General, Registered Investment Advisor, Finance, Financial Planning, Retirement Planning, Asset Management Services for Trust Accounts, Financial Organization, Financial Advice |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
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Mercer Global Advisors Questions
The Mercer Global Advisors annual revenue was $8 million in 2024.
Claudia Paluch is the Director of Operations of Mercer Global Advisors.
7 people are employed at Mercer Global Advisors.
Mercer Global Advisors is based in Westport, Connecticut.
The NAICS codes for Mercer Global Advisors are [523, 5239, 52, 52393].
The SIC codes for Mercer Global Advisors are [628, 62].
Top Mercer Global Advisors Employees
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5+5
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ViewRobert Medvey
Managing Principal | Chief Executive Officer at Mercer Global Advisors
New Bern, North Carolina, United States11 -
ViewRobert Medvey
Managing Principal | Chief Executive Officer at Mercer Global Advisors
New Bern, North Carolina, United States1 -
11
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12
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Daniel Garvin
Associate and Case Manager at Mercer Global Advisors
Bridgeport, Connecticut, United States1
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