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INDIVIDUAL RIA FIRM LEADERS Chief Marketing Officer of the Year
MERCER ADVISORS
Gary Foodim
Gary Foodim is the Chief Marketing Officer at Mercer Advisors. In his role as CMO, Mr. Foodim is building out a modern marketing team to help Mercer Advisors meet the challenges of a rapidly changing industry. Mr. Foodim leads a performance marketing team that drives direct-to-consumer lead generation efforts through a mix of marketing sources, develops the content strategy that drives lead and client engagement, oversees two PR agencies, works closely
with the sales team to create impactful collateral, and creates the brand strategy and evolution for the 35+ year old RIA. Mr. Foodim leads a team of 15 marketers that are located throughout the United States. Mr. Foodim reports to the CEO and is a member of the Executive and Senior Leadership Teams.
Mercer Advisors exists so that our clients don’t have to worry about money. We call this Economic Freedom. For more than 35 years, we’ve worked to help clients simplify the complexity of their money and, most importantly, to figure out what it’s all for. Because money without purpose is just paper, we ask the important questions to help clients achieve moments of clarity. We connect the dots of our clients’ financial lives by providing an integrated and unified standard of care by having wealth advisors, investment strategists, CERTIFIED FINANCIAL PLANNER™ Professionals, Certified Public Accountants, estate planning strategists, and trust specialists all under one roof. Our advisors are 100% focused on serving clients, while our sales team focuses on business development. Specialist teams focus on operational tasks. Our unified and integrated business model has successfully grown client assets from $5.8bn AUM in 2015 to $47bn as of February 28, 2023. AUM data refers to client assets managed by both Mercer Global Advisors Inc. and Regis Management Company. Regis Management Company is a tradename used by Regis Acquisition, Inc. Mercer Global Advisors Inc. and Regis Acquisition, Inc. are affiliated SEC registered investment advisers and deliver investment advisory and family office related services. Mercer Global Advisors Inc. and Regis Acquisition, Inc., are subsidiaries of Mercer Advisors Inc., a parent company not involved with investment services.
www.merceradvisors.com
119 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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