Leo Mercer
Financial Consultant
Growing up, I played sports competitively starting from age five and continuing to competing at the Division I level for Swimming at UMBC. I have seen and experienced firsthand the importance of having a coach that is always looking out for your best interest and pushing you every day to be better.
Aligned with Equitable, a global and well-respected firm, we have access to a wealth of resources in investment & insurance solutions. I have the privilege of working with individuals, families and local business owners in creating personalized strategies and implementing solutions to help them take care of what is most important.
My goal when I work with my clients is to ensure that they are taking the right steps financially. In doing so, I make sure that they are not only prepared for whatever the future may hold, but also allowing more time and energy to be spent towards what really matters.