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Vice Chairman at MERCER ADVISORS
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Expertise (13)
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Target: SAGE FUTURE FINANCIAL LLC
Bidder: MERCER ADVISORS
2 Service Providers
3 Dealmakers
n/a
Value
Target: FIRST OHIO PLANNING LLC
3 Service Providers
4 Dealmakers
Target: SUMMIT WEALTH ADVISORS INC
4 Service Providers
5 Dealmakers
Target: EPSTEIN & WHITE FINANCIAL LLC
5 Service Providers
Target: A. FARAH INVESTMENTS LLC (AFI WEALTH STRATEGIES)
2 Dealmakers
Target: MILLER ADVISORS
7 Dealmakers
Target: LAKE POINT ADVISORY GROUP
Target: BENEMARK
Target: JORDAN FINANCIAL STRATEGIES
Target: HARRISON & COMPANY WEALTH MANAGEMENT
Target: RESOURCE PLANNING
Target: DAY & ENNIS LLC
Target: KINGFISHER CAPITAL
