MERCURIO WEALTH ADVISORS - Key Persons
Job Titles:
- CLIENT & MARKETING COORDINATOR
Alyssa joined us at the beginning of 2020 as our marketing and client coordinator. She's not only a friendly face to any visitors, but our go-to gal when it comes to client events and marketing initiatives. Alyssa received her bachelors in business/corporate communications from WKU in 2018 and worked in social media and event planning before joining the Mercurio Wealth Advisors team.
Ashleigh joined the firm in 2007. She possesses strong customer service skills, having gained much experience from previously working in both dispatch and shipping/receiving roles. Ashleigh's responsibilities include day-to-day client care, client account maintenance, and client database management. What is Ashleigh's favorite part of her job? Interacting and building long-lasting relationships with our clients.
Job Titles:
- President
- CHIEF FINANCIAL ADVISOR, FOUNDER, PRESIDENT
Alan Mercurio is the Chief Financial Advisor, Founder, and President of Mercurio Wealth Advisors, formerly known as Mercurio & Associates, Inc. Alan has worked in the insurance and annuity industry since 1986, which is when he became licensed in life and health insurance. He earned his Series 66 securities license in 1997 and is currently an Investment Advisor Representative with Mercurio Wealth Management. Alan is a member of the Financial Planning Association, the National Ethics Bureau, the Better Business Bureau, Greater Louisville, Inc., and the Jeffersontown Chamber of Commerce. What does Alan enjoy most about his job? Being able to meet and educate individuals and families in the Kentuckiana community on how to plan and have a successful retirement. Helping families plan for their future is what drives him to find the best possible solutions for each case. While earning the most out of investments is the goal, equally important are tax and estate planning strategies. This approach is vital to curating plans that benefit the individual, whereas you could not receive the same support or care by just relying on internet robo-advisors. Working closely with his clients, Alan endeavors to take their goals, concerns, achievements, and hardships into account in order to steward a plan that is best for the individual. Since there is no blanket strategy to wealth growth, a detailed and personalized plan is vital for the client's success. The bridge between client and advisor ultimately becomes a relationship between trusted friends. Alan hosts the Retirement 360 radio show on 840 AM WHAS every Sunday Morning at 11 a.m. He also makes frequent guest-speaking appearances at business functions, nonprofit events, and other social gatherings.
Karen joined the firm in 2019, adding over 25 years of professional services and management experience to Mercurio Wealth Advisors. Before joining the team, Karen worked within the legal, consulting, and human resources industries. She will be working directly with clients and staff to ensure outstanding support and experiences as the firm grows to meet the needs of our clients.
Troy Bolton is the Senior Wealth Advisor of Mercurio Wealth Advisors and brings over 17 years of experience in the financial industry in a variety of roles in banking, securities, and insurance to the firm. Before joining in 2013 to work beside Alan in leadership and service to our clients, Troy had earned his B.S. in Finance from the University of Louisville, became licensed in life & health insurance, and obtained his Series 65 securities license. One of Troy's primary focuses is the ongoing education of the community and beyond; empowering existing and future clients with the knowledge they need to be prepared for retirement. As an investment advisor, he holds himself to a fiduciary standard, meaning great care is given to the detailed plan unique to the goals of each client; building those individual partnerships is Troy's top priority.
You can listen to Troy on 840 AM WHAS as cohost of the Retirement 360 radio show, visit our website to listen to podcasts, and follow us on Facebook to learn more about our ongoing series of classes, seminars and tools for making your retirement successful.
When not in the office, Troy enjoys spending time with his wife and children exploring the local parks and recreation Kentuckiana offers.