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© All Rights Reserved. ApplyBlast.com
Mercer Advisors
The Estate Planning Partner - Regis will serve as the primary strategic advisor and subject matter expert for ultra‑high net worth families, leading client engagements and overseeing a team of estate strategists. This senior role is responsible for designing and implementing comprehensive estate plans, advising on complex tax and business succession matters, and contributing to the growth and improvement of the Regis platform.
Headquarters
Denver, Colorado, United States
Company Size
501-1000 employees
Founded
1985
Mercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Mercer Advisors.
169% above the average for this role
Mercer Advisors Launches National Women & Wealth Practice
1 week ago
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