Meet Our Staff

We'd like to introduce our staff to you. If you should ever have any questions, please feel free to contact the appropriate staff person and they will get back to you right away.

 D. Alan Mercurio - CEO and Financial Advisor

amercurio@1stAllied.com

Since 1986, Alan has been helping his clients plan for the future. Early on he coined the montra for the company "Planning your tomorrows...Today".

"This is how we approach each relationship that starts with each client. Tomorrow is going to be here before you know it and if you're not actively planning for it, you're likely to be unprepared. We are very involved in goal setting for ourselves and our clients. Without our goals and our plans for the future, we would never know when we have arrived."

He loves meeting new people, and helping them discover what potential the future holds for them and helping them set realistic goals for all of their financial plans as well.

Alan likes to blame his father for his work ethic, devotion to client service and good business practices. His father owned a home improvement business, and as Alan often points out, "I grew up as a business owner". In college, his plans included becoming an architect, building homes and office buildings for the masses. However, in 1986 tragedy struck and Alan's future was changed in an instant. Planning for his family and for your became his calling and he has follow it ever since.

Throughout his business life, Alan has developed a style of financial planning unlike many others. His concern for safety of principal and continued growth of assets sets him apart from the average planner or investment advisor. And his ability to view current events as they may relate to your portfolio is how he will manage your accounts.

At all times in his career, Alan has looked for innovative solutions with a pragmatic foundation. He continually educates himself, his team, and his clients.

Louisville Technical Insitute - 1983 Architectural Design

Licensed Insurance Underwriter 1986

Series 6 & 63 Securities License (Mutual Funds, Variable Life Insurance & Variable Annuities) 1986

Series 7 General Securities License 1996

Series 66 Securities Licenses (Registered Investment Advisor) 1997

 

Mark Mercurio - Financial Advisor

mmercurio@1stAllied.com

Lee Ann Mercurio - Accounts Payable

lamercurio@bellsouth.net

Anora Mercurio - Office Assistant