Mercer Advisors

At Mercer Advisors, women support women—not just in words, but in action. Nearly 50% of our client-facing team are women, guiding clients through every financial milestone with a truly integrated, in-house approach. In honor of Women’s History Month and International Women’s Day this past weekend, we’re amplifying the voices of the incredible women at Mercer Advisors who are shaping the future of wealth management throughout March. From financial planning and investment management to estate and tax strategies, our team ensures every part of your financial picture is working together. Stay tuned all month for insights from a few of our leaders.

How should investors navigate current market conditions? Donald Calcagni shared two key pieces of advice with Chuck Jaffe on his Money Life podcast: 1. Keep emotions and politics out of portfolios 2. Deepen diversification to weather market storms Listen to the full episode to learn more:

Women can often face unique financial situations. Jennifer Baick, MBA, CFP®, CDFA®, VP of Financial Planning at Mercer Advisors shares one such story with us that highlights exactly that. After a 25-year marriage ended, her client faced a daunting reality—as a homemaker, she had no job, no clear understanding of her finances, and no idea where to start. With Jennifer’s help, she built a financial plan that gave her the clarity and confidence to move forward—mapping out her income needs, understanding her settlement, and gaining the knowledge to rebuild. Listen to Jennifer’s story and learn how financial planning can help empower women with confidence, knowledge and control over their financial future.

“Invest in yourself—financial independence means having control over your choices.” – Jojo Cresci, MA, MS, CFP® We asked our women financial professionals—who make up nearly 50% of Mercer Advisors’ client-facing team—to share their top wealth-building tips. From smart investing to legacy planning, their insights can help women take charge of their financial future. Read the full article for expert advice. https://buff.ly/oVXx1T8

Women entering wealth management don’t have to fit into a mold. For Jennifer Baick, MBA, CFP®, CDFA®, VP of Financial Planning at Mercer Advisors, one of the important lessons of her career has been to lean into what she does best. For women looking to enter the industry, she’s sharing that same important advice. Hear her insights for women on finding your path in the financial industry and why embracing your strengths leads to a lasting career.

✏️REGISTER TODAY for our Virtual Event Women and Wealth: Finding Balance off the Green Thursday, April 17, 2025 | 1-2 p.m. ET Join Mercer Advisors and WOC for Women and Wealth: Finding Balance off the Green — a wealth management discussion tailored for female leaders. Featuring Lisa Goodman, MBA, Regional Vice President at Mercer Advisors, and Nancy Hughes, CFP, Senior Wealth Advisor at Mercer Advisors, this webinar will detail: 📌Strategic financial planning for long-term success 📌Estate planning essentials to protect your legacy 📌Tax strategies to optimize your wealth Register here ➡️ https://bit.ly/4kFuSDy #womenoncourse #merceradvisors #FinancialSuccess #FinancialFreedom Mercer Advisors has paid a fee to Women on Course to be a 2025 Sponsorship participant.

Earlier this week, CIO Donald Calcagni took the stage at Future Proof Citywide in Miami Beach to talk about our approach to investment management. "At Mercer Advisors, we don't believe in heroes or gurus in asset management. We like to see a breadth of experience among the people on our investment committees." Our investment committee approach means that while each of our clients has an individual wealth advisor, investment decisions are made at the firm level. This helps with enhanced risk management, full-time portfolio and market monitoring, and greater investment access. Learn more here: https://buff.ly/OnphRQt

Some moments define why we do what we do. Laura Combs, CFP®, MBA, Executive Managing Director, shares a moment that shaped her career—helping a client who had just lost her husband through time of uncertainty. With nearly 50% of our client-facing team made up of women, we understand the unique challenges women face and are here to help them build confidence in their financial decisions. Hear from Laura to learn why empowering women through financial planning can make all the difference.

What is the role of equity ownership among RIA firms? It's a hot topic with lots of opinions. Last week, CEO Dave Welling shared his insights at Barron's Advisor Independent Summit in Orlando. His take and that of Mercer Advisors is that employees with equity ownership behave like owners. At Mercer Advisors, this is true for more than half of our advisors — creating a long-term commitment that benefits our clients, employees, and firm.

Too often, financial services may assume women simply need more education and miss what their clients actually need—advice that is efficient, clear, and designed for their priorities. As Kara Duckworth, CFP points out, whether you’re managing a career, a family, or planning for the future, knowing what matters and what steps to take next is key. At Mercer Advisors, nearly 50% of our client-facing team are women, working to create financial strategies that truly support women’s goals. Tune in to hears Kara’s thoughts on the kind of approach that can best serve women and deliver the answers they’re actually looking for.