Ep 1: Get to Know Alan Mercurio and Troy Bolton

01/04/2021 17 min Episodio 1
Ep 1: Get to Know Alan Mercurio and Troy Bolton

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Episode Synopsis

On this episode of Retirement Coach’s Corner, get to know our team a little better. Alan Mercurio is the founder and chief financial officer at Mercurio Wealth Advisors, and Troy Bolton is a senior wealth advisor with the company.   and get additional financial resources here: https://mercurioadvisors.com/podcast/episode-1-get-to-know-alan-mercurio-and-troy-bolton/    What we discuss on this episode:  1:15 – What does being a financial advisor mean to you? 6:15 – What does the financial planning process look like? 10:07 – Why do you work and live in Louisville? 12:17 – What has changed since Troy came on?