On this episode of Retirement Coach’s Corner, get to know our team a little better. Alan Mercurio is the founder and chief financial officer at Mercurio Wealth Advisors, and Troy Bolton is a senior wealth advisor with the company.
For Alan, it’s been a way of life. He has been doing this job for 35 years. He started at 25 years old and wanted a way to help others. He has worked in insurance, securities and financial planning.
Troy lost his father in the mid-80s when he was 3 years old. That led him to follow Alan, his uncle, to be in the insurance and financial planning industry. Troy’s mother got life insurance and met with a financial advisor after her husband died and she was able to take care of her family. It changed the way Troy looked at life.
We spend the first couple meetings getting to know our clients and know what they want in retirement. We get so many different answers, it’s incredible. We want to help people with all aspects of financial planning – insurance, Medicare, etc.
“When we call a client, we’re not calling to sell them anything,” said Alan.
We’ve focused more on digital platforms, which we’ve wanted to do for a while. We enjoy working with people who are more involved in their planning and take ownership of it.
Listen to the full episode or use the timestamps below to jump to a specific section.
1:15 – What does being a financial advisor mean to you?
6:15 – What does the financial planning process look like?
10:07 – Why do you work and live in Louisville?
12:17 – What has changed since Troy came on?