What departments does Mercurio Wealth Advisors have?

Mercurio Wealth Advisors has employees across 5 departments including Finance, Operations, Business Development, Business, Marketing.

What is the largest department at Mercurio Wealth Advisors?

The largest department at Mercurio Wealth Advisors is Operations with 2 employees.

Where are Mercurio Wealth Advisors employees located globally?

Mercurio Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Mercurio Wealth Advisors's team size changed over time?

Mercurio Wealth Advisors's team has remained stable from approximately 11 to 11 employees based on available data.

Mercurio Wealth Advisors Employee Directory

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

Mercurio Wealth Advisors's key employees include: Founder/ Ceo: A. M., Chief Investment Officer: D. A. M., President/Senior Wealth Advisor: T. B., President: A. M..

Financial ServicesKentucky, United States11-50 Employees

Mercurio Wealth Advisors operates in the financial services industry, helping clients pursue retirement goals by coordinating investments, income strategies, and estate planning into a single plan. The firm emphasizes fiduciary duties and a client-centric approach to safeguard savings and support retirement planning.

The practice draws on more than four decades of combined experience among its advisors to deliver personalized retirement planning. Strategic partnerships enable the firm to provide a comprehensive, holistic view of a client's retirement plan. Based in Louisville, Kentucky, the firm maintains a small professional staff to serve individuals and families aiming to meet their retirement goals.

Mercurio Wealth Advisors Global Highlights

North America
21

United States Of America
21

Mercurio Wealth Advisors's Leadership

D. A. M.
Chief Investment Officer
Mobile Phone
Email
T. B.
President/Senior Wealth Advisor
Mobile Phone
Email
A. M.
President
Mobile Phone
Email
A. M.
Founder/ Ceo
Mobile Phone
Email
A. R.
Client Care Director
Mobile Phone
Email
E. H.
Director Of Operations
Mobile Phone
Email
S. W.
Director Of Operations
Mobile Phone
Email
A. D.
Client Relationship Manager
Mobile Phone
Email

Mercurio Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business Development
Accounting
Administrative
Analytics
Other

Contact profiles from Mercurio Wealth Advisors

Name

Title

Contact Info

Location

Last Update

C. G.
Client Engagement Specialist
Mobile Phone
Email
Oct 21, 2024
J. C.
Sales/Business Development Coordinator
Mobile Phone
Email
United StatesKentucky
Aug 03, 2024
K. V.
Administrative Assistant
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
S. A.
New Business Processor
Mobile Phone
Email
UNITED STATES
Jul 07, 2024
T. J.
Marketing And Event Coordinator
Mobile Phone
Email
UNITED STATES
Jun 11, 2025
E. G.
Retirement & Health Strategist
Mobile Phone
Email
United StatesKentucky
Jun 25, 2026

Frequently Asked Questions

What is Mercurio Wealth Advisors known for?

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 Louisville, Kentucky 40222 United States; you can contact the main corporate office by phone at

+1-502-253-****

. Explore Mercurio Wealth Advisors's company overview page for more information.

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

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?

Mercurio Wealth Advisors has approximately 11 employees as of June 2026. These team members are located across 1 continents, including North America.

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

As of June 2026, 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Mercurio Wealth Advisors Employee Directory

Find Mercurio Wealth Advisors employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Mercurio Wealth Advisors Global Highlights

North America
21

Mercurio Wealth Advisors's Leadership

Mercurio Wealth Advisors Employee Metrics

Contact profiles from Mercurio Wealth Advisors

Frequently Asked Questions

What is Mercurio Wealth Advisors known for?

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

How many employees does Mercurio Wealth Advisors have currently?

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

Mercurio Wealth Advisors Employee Directory

Find Mercurio Wealth Advisors employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Mercurio Wealth Advisors Global Highlights

North America21

Mercurio Wealth Advisors's Leadership

Mercurio Wealth Advisors Employee Metrics

Contact profiles from Mercurio Wealth Advisors

Frequently Asked Questions

What is Mercurio Wealth Advisors known for?

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

How many employees does Mercurio Wealth Advisors have currently?

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

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
21

Everything for prospecting,
in one platform.