Andrew Mercer, CFP®, CDFA®
Wealth Advisor
As a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst®, Beau specializes in helping clients pursue their financial goals through comprehensive, personalized financial planning. With expertise in Divorce Analysis, Investment Management, Retirement and Estate Planning, Beau brings a wealth of knowledge and experience to Stratos Wealth Partners.
Beau earned his Bachelor of Science degree in Finance and Accounting from Juniata College and Masters of Business Administration from Hood College. His securities licenses include the following:
Series 24 (General Securities Principal) through LPL Financial
Series 7 (General Securities Representative) through LPL Financial
Series 63 (Uniform Securities Agent State Law Exam) through LPL Financial
Series 65 (Uniform Investment Advisor Law Exam) through Stratos Wealth Partners
Also, he holds Maryland insurance licenses in life, health and long-term care
*Stratos Wealth Partners and LPL Financial do not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation