Mercer Advisors' Jessica Caruso and Tracey Turko are named by Forbes as top women wealth advisors
Forbes recognizes our longtime female leaders aligning with Mercer Advisors' focus on women through our InvestHERS initiative
May 05, 2020, 07:55 ET
DENVER, May 5, 2020 /PRNewswire/ -- Jessica Caruso, Client Advisor and Branch Manager, and Tracey Turko, Client Advisor and Regional Director, have both been placed on the prestigious 2020 Forbes top women wealth advisors list. Caruso and Turko are also steering committee members of Mercer Advisors' award-winning InvestHERs women's initiative which strives to become the wealth management firm of choice for women advisors and clients. This culture of women raising each other up through the InvestHERS initiative attracts advisors. Nearly 50% of Mercer Advisors' client-facing team members are women, more than double the industry average.
Jessica Caruso, CFP®, began her financial services career in 2007 and manages the San Francisco office. She has a passion for empowering her clients to achieve their goals through comprehensive financial planning with specialized expertise in tax planning for executives, business owners, and retirees. She was instrumental in launching Mercer Advisors' mentor program designed to help female team members unlock their potential and advance their careers. Learn more about InvestHERS co-led by Kara Duckworth, Managing Director of Client Experience, Karen Lee, Chief Strategy and Marketing Officer, and Martine Lellis, Chief Talent and Business Solutions Officer, and other ways that Mercer Advisors specializes in serving female investors at www.merceradvisors.com/women-and-wealth.
"It is such a gift to work alongside so many other strong intelligent women here at Mercer Advisors and to now represent our InvestHERs community on the Forbes Top Women Wealth Advisors list," Caruso said. "I would not be here if not for the inspiration of women who paved the way in our industry before me and for the support or my mentors within the company and through the InvestHERs program."
Turko brings over 20 years of financial planning expertise to Mercer Advisors. Turko is the Regional Director of the Midwest Region and oversees the Detroit, Dearborn, Ann Arbor, and Columbus branch offices. Over her career, she has helped hundreds of women with financial planning. She holds a Master Planner Advanced StudiesSM designation in addition to her CFP® certification.
"It is an honor to be recognized. It has been such a rewarding career creating long-term financial strategies for my clients and be there as they achieve their goals. I have deeply held beliefs that women should plan for and own their financial independence and I feel compelled to educate and engage women in the development of sound financial plans," Turko said.
Those who made the Forbes list were vetted thoroughly. They were first nominated by their firms and then researched, interviewed and assigned a ranking within their respective states. SHOOK Research conducts the due diligence for Forbes and chooses the advisors based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.
"I am proud that our industry is recognizing the amazing talent at Mercer Advisors. Tracey and Jessica are the embodiment of integrity and leadership and both share an unconditional commitment to helping our clients achieve their Economic Freedom," said Dave Welling, CEO of Mercer Advisors. "Supporting the InvestHERs initiative including client engagement programs, mentorship programs, and the scholarships we have created to encourage diversity within our industry are all top priorities for me as it is all part of ensuring our clients have access to the top wealth advisors in industry."
About Mercer Advisors
Established in 1985, Mercer Global Advisors Inc. ("Mercer Advisors") is a total wealth management firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital, one of the largest Registered Investment Advisors and financial planning firms in the U.S. With the acquisition of First Ohio, Mercer Advisors' total AUM will be more than $17B. Headquartered in Denver, Mercer Advisors is privately held, has over 400 employees, and operates nationally with nearly 50 offices across the country. For more information, visit www.merceradvisors.com.
Data as of May 5, 2020. AUM includes affiliates and wholly owned subsidiaries.
Contact: Chris Tofalli
Chris Tofalli Public Relations, LLC
914-834-4334
SOURCE Mercer Global Advisors Inc.
Share this article