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As a full-service wealth management firm, Mercer Advisors is all about helping our clients holistically—from investment management, financial planning, family office, retirement benefits and distribution planning, estate and tax planning, asset protection to corporate trustee and trust administration, we’ve got our clients covered.

Founded in 1985 as one of the country’s first, planning-focused independent registered investment advisory firms. For over 30 years, we have been delivering on our mission to help our clients achieve Economic Freedom.

Over the years we have opened more offices and added more team members who believe in these principles and the value of providing a set of services that take a truly holistic approach to our clients’ financial lives. From the very beginning we have held ourselves to the highest of standards to always act in our clients’ best interests. Quite simply because we believe our clients should expect and demand nothing less.
Highlights from Mercer Advisors
  • Mercer Advisors Kara Duckworth

    Meet a Fairygodboss at Mercer Advisors

    • Name

      Kara Duckworth

    • Position

      Client Advisor

      Newport Beach, CA

    What do you do in your current role? What are some of your challenges and goals?

    I serve as a Client Advisor providing comprehensive wealth management services to Mercer Advisors’ clients. I’ve been helping clients achieve their financial goals for over 20 years and have a particular passion for advocating and supporting women in their efforts to increase financial knowledge. At Mercer Advisors, I also lead the company’s InvestHERS initiative, which has a two-fold mission: 1) provide customized financial planning to serve the specific needs of women and 2) increase the number of female professionals in the financial services industry, which are challenging goals, but ones that we see as particularly important for the future of the wealth management industry and for our firm.

    What is one of your most important professional achievements?

    Being a shareholder in a firm that was founded by my father. Having my dad as my mentor has been rewarding both professionally and personally. I’d also like to think that I taught him as few things as well!

    When did you join Mercer Advisors?

    I joined Mercer Advisors in April 2017 when my previous firm, Duckworth Wealth Advisors—which I founded with my father and grew to manage $160 million in client assets—was acquired by Mercer Advisors. Mercer Advisors’ cultural alignment and focus on serving clients’ needs holistically mirrors the cultural values of my old firm, and the company’s history, size, and strength serve as proof points of the company’s success.

    One thing you are very passionate about?

    Giving back. I am committed to making a difference by empowering underserved members of our community through innovative financial education. I serve on the advisory board for the Center of Investment and Wealth Management (CIWM) at the UC Irvine Paul Merage School of Business. CIWM runs multiple financial literacy summer camps for high school students who will be the first generation college hopefuls and other year-round programs such as online financial literacy programs for college students and presentations for women/community at large, all of which are provided free of charge to the participants. Mercer Advisors has wholeheartedly embraced the mission of financial education empowerment with support for scholarships, volunteer hours by our team and leadership participation at UCI and other universities across the country.  It is very gratifying to be part of a company that cares about giving back like I do.

    Would you recommend Mercer Advisors to other females?

    Absolutely. While I am still new to the company, during the due diligence process for the acquisition, I met many, many of the people at Mercer Advisors, not just the senior team, so I could see what it would be like to work with these folks every day. And to my delight, every single person at Mercer Advisors was fantastic; there was not even one exception. Also, the company really does lead the charge when it comes to representing women in the financial services industry: I’m surrounded by capable, smart women advisors and team members who are helping make a difference in women’s financial lives.

  • Mercer Advisors Jamie Block

    Meet a Fairygodboss at Mercer Advisors

    • Name

      Jamie Block

    • Position

      Client Advisor

      Rochester, NY

    What do you do in your current role?  What are some of your challenges/goals?

    I am currently a client advisor for Mercer Advisors. My role includes meeting with clients, collecting and analyzing data, and creating a financial plan to help ensure a successful financial future. Every client is different with a unique set of circumstances that make my job challenging yet exciting.

    What is one of your most important professional achievements?

    I am most proud of obtaining my professional education and designations. My undergraduate work was in an entirely different field (animal science). I worked full-time, was a single mom, and attended college at night to obtain my MBA in accounting and finance. This then allowed me to sit for the CPA and CFP® exams and allowed me to get to the place I am today.

    When did you join Mercer Advisors?

    I was a shareholder of a firm that was acquired by Mercer Advisors on June 2017. While any change can be scary due to the unknowns, this change was a definite win-win for our firm and for our clients.

    What are you passionate about?

    My main passion in life is helping others - plain and simple. There is no greater joy than helping our fellow humans achieve their financial goals and be successful. And I get to do that every day in my current position.

    Would you recommend Mercer Advisors to other females?

    I would recommend anyone interested in helping others in a financial capacity to apply for a position with Mercer Advisors. I have found the management to be fantastic and approachable. There is flexibility to work from home as needed.

  • Mercer Advisors Karen Lee

    Meet a Fairygodboss at Mercer Advisors

    • Name

      Karen Lee

    • Position

      Chief Marketing & Strategy Officer

      San Francisco, CA

    What do you do in your current role?  What are some of your challenges/goals?

    I lead the Marketing and Strategy functions at Mercer Advisors.

    As the Chief Strategy Officer, I’m tasked with identifying a portfolio of strategic initiatives that move the needle on the business and leading large programs from strategy formulation to execution. There is also a business intelligence component to my role where my team provides organizational insight about our business. The Marketing department is focused on brand strategy, client acquisition and retention, public relations, client events, and support of business development efforts.

    Mercer Advisors is a company that is growing, and with this fast pace of growth, there is a critical need to prioritize the initiatives and programs that will help us continue growing. I’m working to strengthen the infrastructure and build everything up all at the same time. There really doesn’t seem to be enough hours in the day! But the work is fun and inspiring.

    What is one of your most important professional achievements?

    Prior to joining Mercer Advisors, I spent over 13 years working in various business groups at Wells Fargo Bank. The bank went through quite a transformation during these years and I was able to have a deep impact on meaningful work that redefined the customer experience. In one particular instance, I helped to establish the enterprise strategic planning group by defining the group’s role in the organization and developing the framework for the first enterprise strategic plan. As a result, I was recognized and received a Top Performer Award which was given to honor team members who did exceptional work.

    When did you join Mercer Advisors?

    I have been a part of Mercer Advisors for six months now, having joined in February 2018. It has been a whirlwind and the best decision I could have made. The people are amazing and are focused on doing the right thing for our clients and stakeholders. I feel that I can make meaningful change in an environment that is devoid of politics. This is truly a unique place!

    What are you passionate about?

    I’ve been working in the financial services industry for quite some time now and one of my key driving force is keeping clients top of mind in everything we do. It’s sometimes easy to lose sight of this responsibility, but when you’re talking about the importance of clients’ wealth and being stewards of their wealth, it’s critical that we remember why we are all here—and that is to serve the clients so that they meet their financial goals.

    Would you recommend Mercer Advisors to other females?

    Yes! One of the reasons why I was drawn to Mercer Advisors was the larger percentage of women who comprise the team here, which is not what you would see typically at other wealth management firms. It was clear to see that the company didn’t just “talk the talk” about diversity; the culture of supporting and building up women has been present from day one. And this responsibility of representation and diversity start from the top: our Chief Executive Officer Dave Welling is an avid supporter of our InvestHERS program.

Twitter Updates

What Women Should Know about Working At Mercer Advisors
At Mercer Advisors, we are driven by our passion in serving our clients and helping them achieve the freedom to control their life journey. Whether if you are new to the wealth management industry or have built up a long career in the field, it quickly becomes apparent that women are still not well represented. Mercer Advisors is a different kind of place. Over 40% of our client-facing staff and advisors are female, compared to the industry average of 23% of women Certified Financial Planners. This place feels different because it is different: You’ll be a part of a strong group of women who are visible, present, and passionate about raising each other up. 

Our new InvestHERS initiative tackles two distinct gaps we see for women and money management: attract more women to the wealth management industry and better serve the unique financial planning needs of women investors. At Mercer Advisors, you can become a part of this supportive environment that helps empower women to become better stewards of their wealth.

Parental Leave

    • Unpaid maternity leave
    • Yes, 12 weeks
    • Short-term disability benefits
    • Yes
    • Additional short-term disability info
    • Mercer Advisors proudly provides company paid short term disability insurance coverage up to a weekly benefit of 60% of your weekly salary up to $1,000 up to 12 weeks based on your physician’s recommendation.  Employees can buy additional short-term disability coverage adding an additional $1,500 per week to the company paid portion.

      Please note our employees based in the state of California are ineligible for company paid benefit due to the robust state and local benefits that are available to woman for maternity leave.  We do however provide the option to buy additional short-term disability leave coverage to supplement State leave programs.

Maternity-Related Benefits

    • Lactation facilities
    • Yes, Mercer Advisors works with each new mother to insure we have a private room and refrigerator available to assist in each Mercer location for accommodation.
    • Fertility benefits
    • Yes, Mercer Advisors offers three benefit plans which incorporate fertility benefits to assist you and your spouse/domestic partner in expanding your family. Our plans offer the following: testing and treatment services performed in connection with an underlying medical condition, testing performed specifically to determine the cause of infertility, treatment and/or procedures performed specifically to restore fertility, and In Vitro Fertilization.

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