Mercer Advisors has bolstered its executive team with five RIA industry veterans.
The firm’s M&A partner development team welcomes Andy Burgess, Greg Mayes, and Jay Robinson as vice presidents. The three have worked with leading RIA custodians over 20 years, including Schwab, Fidelity, TD Ameritrade, LPL, and RBC.
Additionally, Mercer has recently hired 30-year veteran Stacy Orff as vice president of platform marketing, and Jeff Dadamo joined from Dimensional Fund Advisors as senior director of M&A investment integration.
“Every one of the 85 firms that have joined us through M&A is putting their life’s work in our hands and our approach to building our M&A teams considers the gravity of deciding on their future partner,” said Dave Welling, CEO of Mercer Advisors. “Our teams are stacked with purpose-driven professionals who have deep experience in helping RIAs make decisions on the future direction of their firms. They are passionate about advisor success and understand the highly nuanced RIA space.”
He added that the firm has added more than 260 professionals to its regional wealth management, wealth solutions, and investment teams over the last 12 months, along with many more who joined through 12 acquisitions.
Martine Lellis, chief talent officer for Mercer Advisors, said that the firm is winning the fight for talented professionals in the RIA space.
“These recent additions to our M&A teams illustrate that highly experienced, leading talent in the RIA space see the value and differentiation of the Mercer Advisors platform which combines people, process, and technology to help advisors do their best work. Building out our M&A teams is just one example of how our strategy and culture attract the best and brightest from across the industry,” Lellis said.
What if one investment decision could create tax-saving opportunities across your entire portfolio? Chris Vizzi shares how the Stacking Strategy helps investors align tax planning, portfolio construction, and wealth preservation to maximize long-term outcomes while keeping more of what they earn.
Buyers spending on AI may treat less efficient sellers as overstaffed and price the cost of rightsizing into lower offers
Kenneth Leech pleaded guilty in June to one obstruction charge, and could face six to 12 months in prison.
Launch of Direct AI follows a model portfolio tie-up with Envestnet as advisors juggle AI adoption and private-market due diligence.
Meanwhile, Cetera's streak of Commonwealth recruitment continues in Washington, and an LPL advisor hops over to Raymond James in Maine.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
