Mari B. Adam, MBA, CFP®, CRPC

Mercer Advisors
2500 Military Trl Ste 306

Boca Raton, FL 33431

mari.adam@merceradvisors.com

(561) 417 0001

Mari Adam, MBA, CFP®, CRPC® is a Client Advisor and Branch Manager, Mercer Advisors and has been a Certified Financial PlannerTM professional since 1991. Mari founded and ran her own comprehensive wealth management firm in Boca Raton, Florida, for 25 years, and recently sold it to become part of Mercer Advisors.

After college, she served as a US Foreign Service officer with the Department of State both overseas and in Washington, D.C. before going back to school to complete an MBA in International Finance. She switched careers in her early thirties, after earning the CFP® credential, and worked at several wealth management firms specializing in financial planning and portfolio management.

She has been singled out to receive the Women’s Choice Award® for Financial Advisors and Firms for five consecutive years, and specializes in helping women and other clients become financially independent. She is past President of the FPA South Florida Chapter.