Financial Advisors in Louisville | Mercurio Wealth Advisors

A TEAM DEDICATED TO CREATING WEALTH AND PROTECTING YOUR SAVINGS

A successful retirement starts with a comprehensive evaluation of your life: your spending, savings, expenses, wants, and needs. By tying together your investments, income, and estate planning, our goal is for you to achieve an attainable and stress-free retirement. Our strategic partnerships allow us to give you a complete 360-degree view of your retirement plan. Our team will design strategies so you can reach your future goals.

AT MERCURIO WEALTH ADVISORS, OUR SOLE FOCUS IS YOU.

You’re always our top priority. Our clients are our success; we believe in doing whatever it takes to help each of them reach their retirement goals.

With us, you don’t just get one advisor who cares; you get an entire team. Our approach allows for personalized attention from a team of professionals who are all working on YOUR behalf.

MEET THE TEAM

D. ALAN MERCURIO | CHIEF FINANCIAL ADVISOR, FOUNDER, PRESIDENT

Alan Mercurio is the Chief Financial Advisor, Founder, and President of Mercurio Wealth Advisors, formerly known as Mercurio & Associates, Inc. Alan has worked in the insurance and annuity industry since 1986, which is when he became licensed in life and health insurance. He earned his Series 66 securities license in 1997 and is currently an Investment Advisor Representative with Mercurio Wealth Management. Alan is a member of the Financial Planning Association, the National Ethics Bureau, the Better Business Bureau, Greater Louisville, Inc., and the Jeffersontown Chamber of Commerce. What does Alan enjoy most about his job? Being able to meet and educate individuals and families in the Kentuckiana community on how to plan and have a successful retirement. Helping families plan for their future is what drives him to find the best possible solutions for each case. While earning the most out of investments is the goal, equally important are tax and estate planning strategies. This approach is vital to curating plans that benefit the individual, whereas you could not receive the same support or care by just relying on internet robo-advisors. Working closely with his clients, Alan endeavors to take their goals, concerns, achievements, and hardships into account in order to steward a plan that is best for the individual. Since there is no blanket strategy to wealth growth, a detailed and personalized plan is vital for the client’s success. The bridge between client and advisor ultimately becomes a relationship between trusted friends. Alan hosts the Retirement 360 radio show on 840 AM WHAS every Sunday Morning at 11 a.m. He also makes frequent guest-speaking appearances at business functions, nonprofit events, and other social gatherings.

TROY BOLTON | WEALTH ADVISOR

Troy joined Mercurio Wealth Advisors in 2013 and hit the ground running with his devotion to his clients and his inexhaustible work ethic. Troy graduated from the University of Louisville with a degree in finance in 2005 and started his career in the financial services industry shortly after that. He brought almost a decade of experience with him when he started with Mercurio Wealth Advisors and he has become a pillar of the team and the go-to guy when something needs to get done. He’s a hard worker in the office, but when he’s not in the office he’s spending time with his wife & son who he loves dearly.

NICK MERCURIO | SERVICE AGENT

Nick joined the firm in 2015 to help record and produce our radio show, Retirement 360. We record our radio show weekly here in our office with co-host Tony Vanetti. Nick has jumped right in as the person to “get things done” in our firm. He has recently led Mercurio Wealth Advisors in the process of converting over to our own Registered Investment Advisory firm, Mercurio Wealth Management. Nick obtained his life insurance license in January 2017 and is currently studying to obtain his Series 65 license, as well.

ASHLEIGH DENNISON | CLIENT SERVICES, NEW BUSINESS

Ashleigh joined the firm in 2007. She possesses strong customer service skills, having gained much experience from previously working in both dispatch and shipping/receiving roles. Ashleigh’s responsibilities include day-to-day client care, client account maintenance, and client database management. What is Ashleigh’s favorite part of her job? Interacting and building long-lasting relationships with our clients.

ZAC GARRISON | MARKETING MANAGER

Zac joined Mecurio Wealth in 2019 to serve as marketing manager. Before joining the team, he worked for various marketing agencies, focusing on digital marketing and strategy. As Mercurio Wealth’s marketing manager, Zac will spearhead marketing to expand their digital presence. When he’s not in the office, Zac is more than likely posted up somewhere with a strong cup of coffee and a lengthy book.

Karen Kinser | Practice Manager

Karen joined the firm in 2019, adding over 25 years of professional services and management experience to Mercurio Wealth Advisors. Before joining the team, Karen worked within the legal, consulting, and human resources industries. She will be working directly with clients and staff to ensure outstanding support and experiences as the firm grows to meet the needs of our clients.

Alyssa Ballard | Client & Marketing Coordinator

Alyssa joined us at the beginning of 2020 as our marketing and client coordinator. She’s not only a friendly face to any visitors, but our go-to gal when it comes to client events and marketing initiatives. Alyssa received her bachelors in business/corporate communications from WKU in 2018 and worked in social media and event planning before joining the Mercurio Wealth Advisors team.

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