Jennifer Baick
Drives firm\'s training, content and strategic approach so that Mercer Advisors can provide high level financial plans to the clients who have entrusted us with their financial lives.
- Role
- VP, Financial Planning Group at Mercer Advisors
- Location
- Fairfax, VA, US
- LinkedIn followers
- 500 followers
About Jennifer Baick
As a financial planner, my job is not only to help clients invest wisely, but to be…
Experience
VP, Financial Planning Group
Apr 2017 — Present · Vienna, VA, US
The Financial Planning Group is a division within Mercer Advisors that develops the deeply comprehensive subject matter expertise supporting advisors in their duty to serve our sophisticated clients. Our group develops high quality standards and processes to ensure quality advice and drive better client outcomes. Financial Planners are provided robust training to develop financial planning fluency and are provided a career path to develop subject matter expertise in specific practice specialties. Our model allows us to provide high-caliber advice personalized to each person’s journey to economic freedom.
Education
UCLA Anderson School of Management
MBA, Behavioral Finance
2009 — 2012
Sweet Briar College
BS, Government, Education
1995 — 1999
Georgetown University
Financial Planning Certificate
2003 — 2005
Skills
- Wealth Management
- Estate Planning
- Asset Allocation
- Finance
- Wealth Management Services
- Retirement Planning
- Financial Modeling
- Investments
- Retirement
- High Net Worth Individuals
- Strategic Financial Planning
- Wealth
- Asset Management
- Investment Management
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