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Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more.

If you have any questions, call 502-253-9366, email or visit online for more information.

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  2. Ep 1: Get to Know Alan Mercurio and Troy Bolton

Ep 1: Get to Know Alan Mercurio and Troy Bolton

Apr 1, 2021

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.

 

Read more 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?