Mercer Global Advisors Employee Directory

Investment ManagementConnecticut, United States11-50 Employees

Mercer Global Advisors is an investment management firm that provides full-service wealth management, including customized financial planning, investment strategies, proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services. The company is headquartered in Westport, Connecticut, at 965 Post Road East, and employs between 11 and 50 people. Growth has included acquisitions such as Beacon Wealth Management in 2018 and Eagleson Arndt Financial Advisors in 2026, along with expanding the New England footprint through Charter Oak Capital Management. In 2026, the firm also announced expansion of its offices to the United Kingdom, Northern Europe, and Europe. The firm reports annual revenue in the range of $25 million to $50 million, and a March 2026 class action alleged negligence in protecting confidential client information.

Find Mercer Global Advisors employees' phone numbers or email addresses

Mercer Global Advisors Global Highlights

Location
Employees

North America
25

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  • United States Of America
    25

Africa
1

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  • South Africa
    1

Mercer Global Advisors's Leadership

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    D. M.
    Founder
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    A. L.
    Regional Vice President
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    D. G.
    Director Of Vendor Managment
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    C. P.
    Director Of Operations
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    D. G.
    Associate And Case Manager
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    D. A.
    Client Advisor And Branch Manager
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    B. S.
    Senior Wealth Advsior
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    B. G. C.
    Senior Wealth Advisor
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Mercer Global Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Program & Project Management
  • Support
  • Accounting
  • Administrative
  • Other

Contact profiles from Mercer Global Advisors

Name
Title
Contact Info
Location
Last Update
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    C. C.
    Client Associate | Level Ii Cfa Candidate
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    Oct 17, 2024
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    J. T.
    Client Advisor
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    Jul 31, 2024
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    M. D. S.
    Partner And Integration Engineering Manager
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    United StatesMissouri
    Apr 17, 2026

Frequently Asked Questions

What is Mercer Global Advisors known for?

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Mercer Global Advisors was founded in 1985 operates in the Investment Management industry. The company's main headquarters is located in 965 Post Road East Westport, Connecticut 06880 United States. Explore Mercer Global Advisors's company overview page for more information.

What is Mercer Global Advisors's most common email format?

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Mercer Global Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Mercer Global Advisors email formats with LeadIQ.

How many employees does Mercer Global Advisors have currently?

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Mercer Global Advisors has approximately 11 employees as of May 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Mercer Global Advisors's key employees and leadership?

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As of May 2026, Mercer Global Advisors's key employees include:

  • Founder: D. M.
  • Regional Vice President: A. L.
  • Director Of Vendor Managment: D. G.
  • Director Of Operations: C. P.
  • Associate And Case Manager: D. G.

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