Entity > Person > US > Louisville Kentucky > Lexie Head
About Lexie Head
Lexie Head is a co-founder and the Managing Partner of Mercer Wealth Management, an independent wealth management firm she founded in 2021 with her colleague Todd Mercer.
Lexie Head holds extensive credentials and professional designations, including Certified Financial Planner (CFP®), Chartered Advisor for Senior Living (CASL®), Chartered Life Underwriter (CLU®), Certified Plan Fiduciary Advisor (CPFA®), Certified 401(k) Professional (C(k)P®) and Chartered Financial Consultant (ChFC®). Prior to co-founding Mercer Wealth Management, Lexie worked as a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management for nearly 8 years. In addition to her professional activities, Lexie is involved with the Junior League of Louisville where she has developed a passion for volunteerism and giving back to the community. Lexie Head is a highly skilled and experienced financial professional who co-founded an independent wealth management firm focused on providing exceptional service and a broad range of solutions to her clients.
Industry: Health
More information about Lexie Head
Person Attribute | Value |
Address | Louisville Metropolitan Area |
Alumni Of | University of Louisville |
[email protected] | |
Gender | Female |
Image | |
Job Title | Managing Director & Founder |
Name | Lexie Head |
Nationality | United States |
Url | mercer-wm |
Works For | Name: Mercer Wealth Management Group, Url: http://www.mercer-wm.com |
Lexie Head
Louisville, US
5 May 2024
Lexie Head