Lexie Head, ChFC®, CFP®, C(k)P®, CLU®, CAP®, CPFA®

Managing Director & Founder at Mercer Wealth Management Group
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Contact Information
us****@****om
(386) 825-5501
Location
Louisville Metropolitan Area
Languages
  • English Native or bilingual proficiency

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Bio

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Credentials

  • Chartered Advisor in Philanthropy
    The American College
    Apr, 2021
    - Oct, 2024
  • Chartered Life Underwriter
    The American College
    Oct, 2019
    - Oct, 2024
  • Certified Plan Fiduciary Advisor
    NAPA National Association of Plan Advisors
    Dec, 2017
    - Oct, 2024
  • Certified 401(k) Professional
    TRAU-Retirement University
    Nov, 2017
    - Oct, 2024
  • Retirement Benefits Consultant
    Merrill Lynch Internal
    Aug, 2017
    - Oct, 2024
  • Certified Financial Planner
    CFP Board of Standards
    Apr, 2017
    - Oct, 2024
  • Chartered Financial Consultant
    The American College
    Mar, 2017
    - Oct, 2024
  • Personal Investment Advisor
    Merrill Lynch Internal
    Jun, 2015
    - Oct, 2024

Experience

Education

  • University of Louisville
    Bachelor's Degree
    2010 - 2014
  • BBA ESSEC Business School
    Other
    2012 - 2012

Community

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