Leo Mercer
Regional Vice President & Retirement Planning Specialist
As a Regional Vice President, my role is building a team of successful advisors who are looking to get started and enter into the industry. We’ll help them with obtaining their licenses, and offering a training and development program that is unparalleled in the industry. New advisors can work with senior and junior partners to gain valuable experience, and work with top advisors to learn the ropes until they feel like they’re ready to be on their own.
As a Retirement Planning Specialist, my clientele are mainly individuals and families who are nearing retirement. With pensions being few and far between and concerns regarding social security, I help people take control of their own finances to create an income plan and protect their nest eggs. I also help clients with tax saving strategies on their non-qualified assets such as company stock programs or outside personal investments.
Whether you’re looking for an advisor or a new career opportunity, I’m always open to expand my network and have a conversation. Send me a connection or message through LinkedIn, send me an email at Leo.Mercer@Equitable.com, or give me a call at 443-832-1955.
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
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We are here for you
- To understand your situation – The most important work we do is getting to know who you are.
- To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.