Mercurio Wealth Advisors Employee Directory

Financial ServicesKentucky, United States2-10 Employees

CREATING WEALTH AND PROTECTING YOUR SAVINGS PLAN

Do you want to reach success with your retirement goals? Mercurio Wealth Advisors can help. The first step to a successful retirement is ensuring all aspects of your life are included in your retirement plan. Tying your investments, income, and estate planning into an all-encompassing place, our end goal is for a happy and stress-free retirement. Our strategic partners allow us to give each of our clients a complete 360-degree view of their retirement plan. By starting with our advisors who have over 40 years of combined experience to help you with your income and investment planning, we ensure that you find success in your future goals.

AT MERCURIO WEALTH ADVISORS, OUR SOLE FOCUS IS YOU

At Mercurio Wealth Advisors, you come first every time. We believe that every family needs to have an advocate in their corner, doing what’s right for them. Our clients are our success; we believe in doing whatever it takes to help each of them reach their retirement goals. Our fiduciary standards ensure your plan is created and implemented with your best interests in mind.

By working with Mercurio Wealth Advisors you do not just get one professional who cares, you get an entire team. Our approach allows for personalized attention from a team of advisors who are all working on YOUR behalf.

Find Mercurio Wealth Advisors employees' phone numbers or email addresses

Mercurio Wealth Advisors Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

Mercurio Wealth Advisors's Leadership

  • Stylized image of a person
    D. A. M.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    T. B.
    President/Senior Wealth Advisor
    Phone icon
  • Stylized image of a person
    A. M.
    President
    Phone icon
  • Stylized image of a person
    A. M.
    Founder/ Ceo
    Phone icon
  • Stylized image of a person
    A. R.
    Client Care Director
    Phone icon
  • Stylized image of a person
    E. H.
    Director Of Operations
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  • Stylized image of a person
    S. W.
    Director Of Operations
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  • Stylized image of a person
    A. D.
    Client Relationship Manager
    Phone icon

Contact profiles from Mercurio Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. B.
    President/Senior Wealth Advisor
    Phone icon
    United StatesKentucky
    Nov 16, 2025
  • Stylized image of a person
    A. M.
    Founder/ Ceo
    Phone icon
    United StatesKentucky
    Sep 08, 2025
  • Stylized image of a person
    A. M.
    President
    Phone icon
    United States
    Jun 22, 2025
  • Stylized image of a person
    D. A. M.
    Chief Investment Officer
    Phone icon
    United StatesKentucky
    Jun 22, 2025
  • Stylized image of a person
    A. R.
    Client Care Director
    Phone icon
    UNITED STATES
    Jun 12, 2025
  • Stylized image of a person
    E. H.
    Director Of Operations
    Phone icon
    UNITED STATES
    Jul 07, 2024
  • Stylized image of a person
    S. W.
    Director Of Operations
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    A. D.
    Client Relationship Manager
    Phone icon
    Jun 12, 2025
  • Stylized image of a person
    A. R. S.
    Wealth Advisor
    Phone icon
    United StatesKentucky
    Nov 11, 2025
  • Stylized image of a person
    E. G.
    Retirement & Health Strategist
    Phone icon
    United StatesKentucky
    Oct 27, 2025

Frequently Asked Questions

What is Mercurio Wealth Advisors known for?

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Mercurio Wealth Advisors was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 9100 Shelbyville Road, Suite 150; you can contact the main corporate office by phone at . Explore Mercurio Wealth Advisors's company overview page for more information.

What is Mercurio Wealth Advisors's most common email format?

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Mercurio Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Mercurio Wealth Advisors email formats with LeadIQ.

How many employees does Mercurio Wealth Advisors have currently?

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Mercurio Wealth Advisors has approximately 10 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Mercurio Wealth Advisors's key employees and leadership?

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As of December 2025, Mercurio Wealth Advisors's key employees include:

  • Chief Investment Officer: D. A. M.
  • President/Senior Wealth Advisor: T. B.
  • President: A. M.
  • Founder/ Ceo: A. M.
  • Client Care Director: A. R.

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