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Laurie Macielinski
Client Service Specialist at Mercer Advisors
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Work Experience
Client Service Specialist
Jan 2021 - Present · 3 years and 11 months
McGee Wealth Management
Client Service Representative
Apr 2018 - Dec 2020 · 2 years and 8 months
Meetings Management Coordinator & Reporting Specialist
Oct 2014 - Nov 2017 · 3 years and 1 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
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