Verified recordFinancial Services

Marcus Christopher Williams

Regional Vice President Ii at Mercer Advisors

Based in New York, United States

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Seniority

Vp

Department

General Business & Management

Location

New York

Industry

Financial Services

Company size

1.3K

Contact information

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Email

1 credit

m•••••••@merceradvisors.com

Phone

5 credits

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Background

About Marcus Christopher Williams

As a Financial Planning Senior Advisor, I work with high net and ultra high net worth clients to help them with formulating and updating their estate, trust, tax, investment, educational, and retirement plans as well as collaborate with bankers and advisors to find opportunities to increase cross sale and planning opportunities and to earn more assets under management.

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