KD
Kent Davis
Wealth Advisor at Mercer Advisors
View Kent's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Wealth Advisor
Jan 2022 - Present · 2 years and 11 months
Davis CPA
Sole Proprietor
Jan 2018 - Present · 6 years and 11 months
Bernhardt Wealth Management
Financial Advisor
Sep 2018 - Jan 2022 · 3 years and 4 months
Company Details
501-1000 Employees
Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.
Year Founded
1985
Social Media
LinkedinFacebookTwitterInstagram
Industry
Financial Services, Retirement & Financial Planning
HQ Location
1200 17th St Denver, Colorado 80202, US
Keywords
Holistic Wealth ManagementFinancial PlanningFamily Wealth OfficeInvestment ManagementRisk ManagementAsset ProtectioEstateTax and Legacy PlanningRetirement Plan Design and Administratio
Discover More About Cleveland Clinic

Find verified contacts of Kent Davis in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.