CSLP Program - Student Loan Advisor Training
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Advisor Detail

Keith Wayne

Designation: CFP®,CRPC,CSLP®,Other
Languages: English
For 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives. How? By integrating expertise in financial planning, investment management, tax, estate, ins

Contact Information

8180 Greensboro Dr Suite 1010
Business Phone:
(434) 240-7050
City: McLean
State: VA
Zipcode: 22102
Business Name:
Mercer Advisors

Business Information

Working closely with you, your hand-picked wealth advisor coordinates specialists from our financial planning, tax planning & preparation, estate planning, insurance solutions, investment management teams, and other specialties to help ensure every aspect of your financial life is attended to.

While each of our clients have an individual wealth advisor, to help ensure you get the best thinking for the investments in your portfolios, our investment decisions are made at the firm level by a centralized Investment Committee using a rigorous methodology.

We are an independent, SEC-registered investment advisor (RIA), obligated to always operate in your best interest.

With 100+ offices across the United States, Mercer Advisors is one of the largest and fastest-growing RIAs in the country. We have the resources and reach to address almost any financial, tax, or estate issue, no matter the location.

Disclaimer:
Focus Areas:
Healthcare, Parent Plus, Financial Planning, Personal Tax, Retirement, Investments, Student Loans
License 1:
CFP
License 1:
310655
Fees:
Assets Under Management
Client Types:
Attorneys, Business Owners, Medical Doctors, NexGen, Nurses, Other Professionals, Parent Borrowers, Recent Grads, Tax Planning, Teachers, Undergraduate borrowers, Veterniarians
CSLP Issue:
September 2, 2024
CSLP Exp:
September 2, 2026

© 2016-2026 CSLA Institute Board of Standards. All Rights Reserved.

McWay Falls

McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean

We often send out our newsletter with news and great offers. We will never disclose your data to third parties and you can unsubscribe from the newsletter at any time.

Unfortunately, we’re unable to offer free samples. As a retailer, we buy all magazines from their publishers at the regular trade price. However, you could contact the magazine’s publisher directly to ask if they can send you a free copy.

You can create a new account at the end of the order process or on the following page. You can view all of your orders and subscriptions in your customer account. You can also change your addresses and your password.

No, you don’t have to create an account. But there are a few advantages if you create an account.

  • You never have to enter your billing and shipping address again

  • Find all of your orders, subscriptions and addresses in your account

  • Download invoices of your orders

No, we don’t have a physical store location at the moment. We accept only orders through our online shop and we’re shipping all orders with the Swiss Post Service. Please visit our shipping section for more details.

From time to time you will find us at design fairs and popup markets in Switzerland. Subscribe to our newsletter and you’ll receive the latest news.

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