Post by Joe Pellizzari, CFP®

Excited to welcome Jimmy Zhao to Mercer Advisors as our new Chief Corporate Development Officer. His understanding of the wealth management and RIA landscape is exceptional, and his reputation across the industry speaks for itself. I’m thrilled to be working with Jimmy as we continue to thoughtfully bring outstanding partners into the organization. Looking forward to what’s ahead. 🔗 Mercer Advisors Appoints Jimmy Zhao as Chief Corporate Development Officer