What Happened?
, -based Mercer Advisors Promoted Casey Seitz as Chief Compliance Officer Broker Dealer
About the Company
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
About the Person
Casey Seitz is Chief Compliance Officer Broker Dealer at Mercer Advisors. Previously, Casey held various senior legal leadership roles in the industry.
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