Beau Mercer, CFP & VP

Vice President
Sandy Spring Wealth Management
LPL Financial Advisor

Phone: 800-399-5919 ext. 6270
Fax: 301-260-3696
email: bmercer@sandyspringwm.com

Beau serves Olney, Ashton and Sandy Spring.

 

"It is my mission to work closely with my clients to help them work toward achieving their current and future goals."

Areas of Focus

  • Wealth Management
  • Retirement Planning
  • Estate Planning
  • College Planning

 

Background, Education & Credentials

  • Registered Investment Professional Since 2001
  • Masters of Business Administration, Hood College, Frederick, MD
  • Bachelor of Science in Finance and Accounting from Juniata College, Huntingdon, PA
  • Series 24 General Securities Principal Registration*
  • Series 7 General Securities Registration*
  • Series 63 State Law Registration*
  • Series 65 Uniform Investment Advisor Registration*
  • Maryland Life, Health & Variable Insurance Licenses
*Registrations held through LPL Financial
Sandy Spring Wealth Management

*Not FDIC Insured *No Bank Guarantee
*Not a Bank Deposit
*Not Insured by any Federal Government Agency
*May Lose Value*

Securities, advisory services, and insurance products are offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. Sandy Spring Bank and Sandy Spring Wealth Management are not registered broker/dealers and not affiliated with LPL Financial.
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This site is designed for U.S. Residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

 

 

 

 

 

 

 

 

 

 

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