Creating wealth and protecting your savings plan
Do you want to reach success with your retirement goals? Mercurio Wealth Advisors can help. The first step to a successful retirement is ensuring all aspects of your life are included in your retirement plan. Tying your investments, income, and estate planning into an all-encompassing place, our end goal is for a happy and stress-free retirement. Our strategic partners allow us to give each of our clients a complete 360-degree view of their retirement plan. By starting with our advisors who have over 40 years of combined experience to help you with your income and investment planning, we ensure that you find success in your future goals.
At Mercurio Wealth Advisors, our sole focus is YOU
At Mercurio Wealth Advisors, you come first every time. We believe that every family needs to have an advocate in their corner, doing what’s right for them. Our clients are our success; we believe in doing whatever it takes to help each of them reach their retirement goals. Our fiduciary standards ensure your plan is created and implemented with your best interests in mind.
By working with Mercurio Wealth Advisors you do not just get one professional who cares, you get an entire team. Our approach allows for personalized attention from a team of advisors who are all working on YOUR behalf.
Meet The People
D. Alan Mercurio | Chief Financial Advisor, Founder, President
D. 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 a Registered Investment Advisor with Mercurio Wealth Management. Alan is a member of the Financial Planning Association, National Ethics Bureau, Better Business Bureau, Greater Louisville, Inc., and 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-advisers. 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 am. He also makes frequent guest speaking appearances at business functions, non-profit events, and other social gatherings.
Troy Bolton | Wealth Advisor
Troy joined Mercurio Wealth Advisors in 2013. He attended the University of Louisville, where he received his Bachelor’s Degree in Finance. Working in the financial service industry since 2005, he brings the firm years of knowledge and experience. Troy’s responsibilities center around providing sound financial advice to clients by analyzing their financial information. From there, he works to determine strategies to help each individual client meet their financial objectives. Troy always seeks to both help clients achieve their financial goals, as well as making sure to develop and deepen our client relationships.
Aaron Ulrich | Wealth Advisor
Aaron Ulrich joined Mercurio Wealth Advisors in 2017 and has been advising investors in the Louisville area since 2008. For several years Aaron served as a Dave Ramsey endorsed provider, helping Dave’s listeners work toward successful retirements. A proud graduate of the University of Louisville, Aaron holds the Series 66 license as well as Kentucky Life and Health and is a lifelong resident of the Louisville area. Aaron lives in Middletown with his wife Nikki and step-daughter Adalyn.
Nick Mercurio | VP/Special Projects Manager
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” here in our firm. He has recently lead 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 Relationship Manager
Ashleigh joined the firm in 2007. She possesses strong customer service skills, having gained much experience from working in both dispatch and shipping/receiving roles previously. 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.
Taylor James Torsky | Marketing and Event Coordinator
Taylor James Torsky comes to Mercurio Wealth Advisors after leaving the bourbon industry with Heaven Hill Distilleries. With a background in entertainment production management, she has worked all over the country with managing productions like Blue Man Group, Macy’s Thanksgiving Parade, Off-Broadway musicals, fashion shows, and many gala events. Coming to Kentucky without knowing a single soul (aside from her parents), she carved a new life. Planning events locally opened the door for new relationships and exposure to new industries which eventually led her to Mercurio Wealth Advisors. As the Marketing Coordinator, she works with the advisors on recruitment, communication, organizing events, and facilitating relationships with prospective and existing clients. While this is far from Broadway and bourbon, she looks forward to working with the financial planning community.
Sara Anderson | New Business Processor
As the New Business Processor, Sara creates the profiles and accounts for all new business. She ensures every client has a positive experience. Sara graduated from Murray State University in 2016 with a bachelor’s degree in history. She has over four years of administrative service experience and is looking forward to assisting all new clients.
Kendal Violette | Administrative Assistant
Kendal has recently joined the Mercurio team. She is a people person with a background in administrative service and marketing. Kendal will graduate from the University of Kentucky in 2017 with a bachelor’s degree in marketing. She is looking forward to settling into her role here at Mercurio Wealth Advisors and meeting all our new and existing clients. Make sure to say “hi” the next time you are in our office!