David Walker (RAF administrative officer)

Karen Harrison Promoted to Executive Vice President, Community Banking Executive

Retrieved on: 
Tuesday, June 27, 2023

The Banner Bank board of directors announced today that Karen Harrison has been promoted to Executive Vice President, Community Banking Executive.

Key Points: 
  • The Banner Bank board of directors announced today that Karen Harrison has been promoted to Executive Vice President, Community Banking Executive.
  • Previously, she held the position of Senior Vice President, Community Banking Director.
  • “Since joining Banner Bank in early 2022, Karen has demonstrated extensive leadership capability and strategic acumen.
  • She is responsible for the performance of 137 branches in four states as well as the bank’s digital branch, business banking service delivery, merchant services, Community Banking training and development, and Banner Investment Services.

Four Advisors from Mercer Advisors Named to the 2022 Forbes Top Women Wealth Advisors - Best in State

Retrieved on: 
Thursday, March 10, 2022

DENVER, March 10, 2022 /PRNewswire-PRWeb/ --Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, today announced that four senior wealth advisors were named to the Forbes Top Women Advisors Best in State list.

Key Points: 
  • DENVER, March 10, 2022 /PRNewswire-PRWeb/ --Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, today announced that four senior wealth advisors were named to the Forbes Top Women Advisors Best in State list.
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    "We are very pleased to have several of our talented women wealth advisors recognized by Forbes as top advisors in their states," said Dave Welling, CEO of Mercer Advisors.
  • The four advisors from Mercer Advisors named to the Forbes Top Women Wealth Advisors Best in State:
    Jessica Caruso, CFP - Senior Wealth Advisor and Senior Director in Northern California is focused on delivering comprehensive financial planning and leading the Bay Area wealth advisor team.
  • Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS.

Four Advisors from Mercer Advisors Named to Working Mother's Top Wealth Advisor Moms List

Retrieved on: 
Wednesday, November 10, 2021

DENVER, Nov. 10, 2021 /PRNewswire-PRWeb/ -- Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, today announced that four senior wealth advisors were named to the Working Mother Top Wealth Advisor Moms list.

Key Points: 
  • DENVER, Nov. 10, 2021 /PRNewswire-PRWeb/ -- Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, today announced that four senior wealth advisors were named to the Working Mother Top Wealth Advisor Moms list.
  • The four advisors from Mercer Advisors named to the Working Mother Top Wealth Advisor Moms List include:
    Jennifer Baick, MBA, CFP, CDFA Director of Financial Planning in Bellevue, WA is focused on multi-generational wealth, legacy planning, retirement strategies and charitable giving.
  • "Mercer Advisors has a strong family focus and culture" said Martine Lellis, Chief Talent and Administrative Officer for Mercer Advisors.
  • Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS.

Four Advisors from Mercer Advisors Named to the 2021 Forbes Top Next-Gen Wealth Advisors List

Retrieved on: 
Wednesday, October 20, 2021

DENVER, Oct. 20, 2021 /PRNewswire-PRWeb/ --Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, today announced that four senior wealth advisors were named to the Forbes Top Next-Gen Wealth Advisors list.

Key Points: 
  • DENVER, Oct. 20, 2021 /PRNewswire-PRWeb/ --Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, today announced that four senior wealth advisors were named to the Forbes Top Next-Gen Wealth Advisors list.
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    "We are thrilled to have several of our talented wealth advisors recognized by Forbes as emerging leaders in wealth management," said Dave Welling, CEO of Mercer Advisors.
  • The four advisors from Mercer Advisors named to the Forbes Top Next-Gen Wealth Advisors List include:
    Jessica Caruso, CFP - Senior Wealth Advisor and Senior Director in Northern California is focused on delivering comprehensive financial planning and leading the Bay Area wealth advisor team.
  • Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS.