Edward Mercier, AAMS

My three decades in the financial services industry has allowed me to develop and refine a process to help successfully guide families through their financial lives to prepare for retirement, higher education, wealth transfer, philanthropy, among other important financial goals. As each client is unique; we will work together to identify your portfolio of financial goals, and help develop a personalized investment plan that is durable enough to last through the duration of those goals. We will identify your need for immediate liquidity as well as your fixed sources of income; then build an investment portfolio designed to supplement that income, so you can live the life that you envision. Since life is ever changing; many challenges and opportunities will present themselves, we will meet to refine your portfolio and review current goals to ensure your investment plan's still on track. I am a proud father of four children and a long time Red Hook resident. I am passionate about spending time and traveling with my family, as well as contributing to my local community when away from the office. I am a rabid ice hockey fan and player. I enjoy cooking, live comedy and live music of all genres. I am Founder and President of TeamNora, a local Non-Profit which provides support for the families of those diagnosed with cancer. I have also served the local community as President of the Red Hook Board of Education; as Trustee on the Board of the Red Hook Education Foundation; as President of the Red Hook Soccer Club and as Trustee of the Red Hook Area Chamber of Commerce PM-11212026-7992690.1.1