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Articles published by Mercer Global Advisors, Inc.
Mercer Advisors Appoints Kate Shackleton as Head of New Partner Success
October 14, 2025
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Adds Singer Burke to its Ultra-High-Net-Worth Regis Group, And Launches Specialized Practice to Serve Entertainment and Creative Professional Clients
October 07, 2025
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Expands in Idaho and California with Addition of West Oak Capital
September 02, 2025
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Expands Oregon Footprint With Addition of Eagle Wealth Management
September 02, 2025
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Expands in Florida With Addition of Family Wealth Planning Group
August 01, 2025
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Expands in Greater Boston with Addition of O’Brien Wealth Partners
July 01, 2025
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Surpasses 50% Employee Ownership Milestone, Reinforcing Growth and Culture Strategy
June 26, 2025
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Establishes Strategic Growth Presence in Oklahoma City With Addition of Full Sail Capital
June 03, 2025
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Acquires Lewis Wealth Management
May 08, 2025
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Celebrates Key Milestones in Expanding Partnership
May 08, 2025
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Expands Mid-Atlantic Presence With Addition of Tufton Capital Management
May 08, 2025
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Introduces Account Bridge, Enabling Advisors to Manage Clients’ Retirement and College Savings Plans
April 17, 2025
From
Mercer Global Advisors, Inc.
Via
Business Wire
D. Scott Neal, Inc. Joins the National Firm Mercer Advisors
April 01, 2025
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Expands in Memphis With Acquisition of Vishria Bird Financial Group
April 01, 2025
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Appoints Ted Motheral as Principal, M&A Partner Development
March 04, 2025
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Appoints Alisa Maute as Head of Client Development
February 06, 2025
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Expands in Nashville with Acquisition of $660 Million Financial Partners Group
February 04, 2025
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Enters Bend, Oregon Market, Onboards Two Experienced Financial Advisors
January 07, 2025
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Expands Footprint in Georgia With the Addition of Edward Vance Investment Management
January 07, 2025
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Welcomes All-Woman Advisory Team Frango Financial to its Growing Network
December 03, 2024
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Expands Multi-Family Office Capabilities With the Addition of Waypoint Capital Advisors
November 12, 2024
From
Mercer Global Advisors, Inc.
Via
Business Wire
Mercer Advisors Grows Presence in Greater Denver With the Acquisition of Chapel & Collins
November 12, 2024
From
Mercer Global Advisors, Inc.
Via
Business Wire
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