Alec Quaid
Mercer Advisors
Castle Rock, Colorado
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Professional Profile
Call Me When
you need a trusted wealth management partner to help a business owner align their personal financial goals with their business goals before a transition event.
Professions
Wealth Manager
Functional Expertise
Employee benefits
Estate planning
Family business
Fiduciary
Investments
Philanthropy
Private equity
Real estate
Retirement
Risk management
Tax
Trusts
Exit/Transition Planning
Professional Certification
CFP, CEPA
Transition Planning Certification or Methodology
CEPA
Client Industries
Business Services
Consumer Services
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Software/Internet
Transportation/Storage
Advisor Resource Relationships
BEI
EPI
Chapter information
Membership
Denver Individual
Member since
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