Mercer Wealth Management

With nearly 30 years of experience, including stints with Merrill and UBS, Todd Mercer founded his eponymous independent firm in 2021 in Louisville, Kentucky, along with Alexandra Head, his Merrill colleague since 2014. Todd, whose been recognized by both Forbes and The Financial Times, holds the CEPA, CPFA, C(k)P®, and CRPS® designations. Lexi holds the CAP®, CLU®, CPFA, C(k)P®, CFP®, and ChFC® designations.

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