MWA Ambassadors Club

Join Our Friends and Family Referral Program

Want to share the positive experience you’ve had creating your Retirement 360 GamePlan? Now you can!

We cherish the relationships we’ve made with you and those you care about. We’re all about family and friends here at Mercurio Wealth Advisors, and we want to show you how much we appreciate the wonderful introductions you send our way. Our MWA Ambassadors Club helps us do just that.

As an MWA Ambassador, you will receive MWA swag, plus opportunities to attend exciting events and activities within the community.

MWA Ambassador Levels

Bronze
Client who introduced us to at least one person/household. You will receive access to all program events.
Silver
Client who introduced us to at least five people/households. You will receive a one-week head start to RSVP to all Mercurio Wealth Advisors events.
Gold
Client who introduced us to at least ten people/households. You will receive preferred seating at all events (if available).

Platinum
Client who introduced us to at least fifteen people/households. You will be treated to lunch with your advisor.
Diamond
Client who introduced us to at least twenty people/households. You will enjoy an experience with our entire team!

Each tier will also receive exciting swag!

Frequently Asked Questions

What Counts as an Introduction?
Anyone who has contacted us and scheduled a visit or phone call, attended an event, and mentioned they heard about us from YOU!
How Do I Make an Introduction?
It’s simple! To kick things off, you can do any of the following:
- Email us ([email protected])
- Call us (502-253-9366) with their information
- Direct the person you're introducing us to call or email us. Make sure they know to tell us you sent them!
- Share your referral’s contact information below
Is There Anything Else I should Know?
YES! Each quarter, we will give away a gift basket to someone who made an introduction over the previous three months. The more introductions you make, the more entries you’ll receive!

Become an Ambassador

Fill out the form below to make a “virtual introduction.”