Meet Our Staff
|
Since 1986, Alan has been helping his clients plan for the future. He is the founder and president of Mercurio Wealth Advisors, formerly known as Mercurio & Associates, Inc., a financial planning company located in Middletown, KY. Alan credits his father for his work ethic, devotion to client service, and good business practices. His father owned a home-improvement business and as Alan points out, “I grew up as a business owner.” In college, Alan planned to become an architect and build homes and offices for the masses. In 1986 tragedy struck Alan’s family when his brother-in-law was suddenly killed, leaving Alan’s sister and her young family with a very bleak future. This incident motivated Alan to pursue financial planning. Early in his financial planning career Alan coined the mantra for the company "Planning your tomorrows...Today." Alan loves meeting new people, assisting them in discovering the potential their future holds for them and helping them set realistic financial goals. His concern for safety of principal and continued growth of assets sets him apart from the average planner or investment advisor. Alan plans and manages his clients’ personal investment portfolios mindful of current events and market trends. To accomplish this Alan continually educates himself, his team, and his clients. Alan speaks frequently at financial seminars and community organizations.
Professional Associations:
Personal Activities: Alan and his wife Lee Ann enjoy spending many a weekend on their houseboat on Lake Cumberland. Alan credits Lee Ann as the driving force behind his success. They are members of the Church of Annunciation in Shelbyville. They have been married for over 30 years and have two sons, Nicholas and Dustin. |
|
Prior to working with his brother Alan at Mercurio & Associates, Inc. beginning in August 2006, Mark and his wife, Lora, owned and operated a printing business for 20 years. After selling the business in 2000, Mark entered the insurance industry. In 2002, he founded Employee Benefits Services, Inc., offering comprehensive employee benefits and services. Mark has experience working with local unions to negotiate benefits for members and their families. This includes unions such as Amalgamated Transit Union (TARC) Local 1447, General Electric Appliance Park, Plumbers and Pipefitters Local 502, Graphics Union (DC3) in multiple states, IBEW Local 369 and LG&E Local 2100, and the Steelworkers union in multiple companies.
Personal Activities: Mark and Lora have been married since 1975. They have one birth son, Tony, and two adopted children, Pam and Tom. Mark and Lora are currently raising their grandson, Mark, also known affectionately as “Sly.” Mark and Lora are active members of Clifton Christian Church, which is affiliated with Northeast Christian Church. Mark and Lora serve as Team Leaders of the Externally Focused Ministry whose purpose is to serve the community. They have been members of Northeast Christian Church since 1993 and members of Clifton Christian Church since 2008. |
|
Eric has experience working with audit groups, tax departments, and entrepreneurial services. Eric worked for Ernst & Young in Chicago and, while there, he was elected by his peers to serve on the office steering committee. He later served as the chief financial officer of a radiation therapy company. Eric founded his own computer and software company which specialized in accounting, tax, and communication systems. He sold his company and began tax consultation as a full-time profession. Eric joined Mercurio & Associates, Inc. in 2007 for the 2006 tax season. He is much more than the resident tax consultant. Eric’s tax expertise is an integral part of fulfilling Alan Mercurio’s philosophy that financial planning involves investment, estate and tax planning. Education: Eric graduated from Indiana University Bloomington with a degree in Accounting. Personal Activities: Eric enjoys swimming and diving. He also likes playing basketball and watching his beloved Indiana Hoosiers. Eric is an avid history buff and he is a member of the Sons of the American Revolution. |
|
Aside from being Alan’s wife, which is a full-time job in itself, Lee Ann is responsible for accounts payable, human resources, payroll, and office management. She also directs the tax business. Education: Lee Ann attended Kentucky State University majoring in Art History. She is also a licensed Real Estate agent. Personal Activities: Lee Ann is passionate about canine causes and recently added a new member to her family, Ginger, from the Shelby County Animal Shelter. Lee Ann shares Alan’s passion for boating and spending time on their houseboat on Lake Cumberland. She is the mother of two sons, Nicholas and Dustin, and also has two grand dogs, Oreo and Roxy. |
|
A native of Louisville, Scott began working with Alan Mercurio in 2007 as an independent agent offering life, health and long-term care products. He later joined Mercurio & Associates, Inc. in 2008 to handle the operations aspect of the business, bringing with him eight years of corporate operations management experience and three years of life and health insurance knowledge. His responsibilities include business processing, compliance, marketing and systems technology. Education: Scott attended Vanderbilt University and the University of Louisville. He received his Master’s Degree in History from the University of Louisville in 1993. Scott received his Life and Health Insurance license in 2005. Personal Activities: Scott is a student of history and an ardent reader. He also enjoys running, weightlifting, and playing the guitar. Scott and his two daughters, Breanna and Chase, are active members of Highland Park First Baptist Church in Jeffersontown. |
|
Ashleigh joined the firm in 2007. She possesses strong customer service skills and has previous experience in dispatch and shipping/receiving. Ashleigh’s responsibilities include customer reception, office hospitality, marketing, client account maintenance and client database management. Education: Ashleigh is a graduate of South Oldham High School, class of 2000. Personal Activities: Ashleigh is an avid reader--one of her favorite authors is Stephen King. She enjoys spending time with her family and her boyfriend, Chris. Ashleigh loves watching scary movies and professional wrestling. She also loves animals, and while she doesn’t have any pets yet, she hopes to someday soon. For now, she likes to visit with her family’s dog, Balee. |
|
Besides being mother to Alan and Mark, Anora is an integral part of the office team. She organizes and maintains the mass of paperwork that the financial and tax office produces. As a former business owner and semi-retired individual, Anora offers her own personal and important perspective from which Alan has benefited in leading and operating the firm. Anora also provides valuable input to developing events and marketing pieces. Anora was married for nearly 50 years to the love of her life, Don Mercurio, whom we all miss dearly. Personal Activities: Anora continues a ministry originally begun by her husband Don, known as the Crossmaker Ministry. With the help of family and friends, Anora hand-makes and distributes beautiful wooden crosses that can now be found all around the world. She is an active member of Bagdad Baptist Church in Bagdad. Anora also enjoys gardening. |
Registered Representative offering securities through First Allied Securities, Inc.
A Registered Broker/Dealer Member FINRA/
SIPC.
Investment Advisor Representative offering services through First Allied Advisory Services, Inc.