Renée Egelski

Prior to joining Mercer Advisors in 2018, Renée worked at Financial Investment & Management Group as a fee-only CERTIFIED FINANCIAL PLANNER® Professional and as a financial advisor at Waddell and Reed. Renée is committed to assisting clients in achieving Economic Freedom™, guiding them in making the right decisions for their situation, and helping them gain more understanding and clarity in their financial lives.

Inspired to pursue wealth management after witnessing how lack of knowledge, poor planning, and an instant gratification mindset can lead to financial instability, stress, and fear, Renée is dedicated to making a positive impact on her clients’ financial well-being.

Renée holds the FINRA Series 63 license and has a bachelor’s degree from Grand Valley State University.

She resides in Traverse City with her husband, Kyle, and their two children. In her spare time, Renée enjoys traveling, reading, fine arts, and interior design, as well as spending time with her family enjoying the outdoors. A native of Northern Michigan, she now resides in Detroit.