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Choosing the Right Financial Advisor: Differences Between RIAs, Wirehouses, and Broker-Dealers
April 14, 2025
Mary Mortensen
Client Service Specialist
mmortensen@merceradvisors.com
Mary has over 35 years of experience in the administrative field. She worked for a major operator of hair salons in the Minneapolis area for 20+ years before joining Waypoint Capital Advisors as a Client Service Associate in 2021.
Waypoint Capital Advisors was acquired by Mercer Advisors in 2024 where Mary now serves as a Client Service Specialist. Mary is passionate about helping clients keep their financial lives organized and is always willing to step in and support others.
She resides in Minneapolis, MN with her husband, Chris. Together they have three children and five grandchildren. Mary enjoys cooking, traveling, and being active.