EP5 Education & Savings Accounts for Minors

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𝑭𝒓𝒂𝒏𝒌𝒍𝒚 with Mercer Wealth Management

Mercer Wealth Management

13 episodes

1 week ago

A podcast for the modern day wealthy investor. The Mercer Wealth Management team covers a wide variety of topics on the markets, economy, and personal finance. Frankly, you won’t want to miss it. Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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Investing

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EP5 Education & Savings Accounts for Minors

𝑭𝒓𝒂𝒏𝒌𝒍𝒚 with Mercer Wealth Management

4 minutes 42 seconds

2 years ago

EP5 Education & Savings Accounts for Minors

In this episode Kayla Deyer, Vice President and Wealth Advisor, discusses different options for education and savings accounts for minors. If you're interested in saving for your minor children or grandchildren, we encourage you to reach out to a team member to discuss which types of accounts might work best for you and get a personal analysis for any educational planning needs.

Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Adviser. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.