Leo Mercer

Senior Associate

Leo is a Senior Associate with Phoenix Private Wealth. With a background in athletics, he works as a coach to help individuals and families take the right steps financially. With access to a wealth of resources in Investment and Insurance solutions, he creates personalized strategies and implements a plan to help them take care of what is most important. He takes pride in giving his clients peace of mind so that they can spend their time and energy towards what matters most.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phoenix Private Wealth is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 443-832-1955
Website LeoMercer.net