Michael Raidt
Dedicated to Simplifying and Amplifying Personal Finances, So You Don\'t Have to Worry About Money
- Role
- Wealth Advisor & Shareholder at Mercer Advisors
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Experience
Wealth Advisor & Shareholder
Oct 2022 — Present · Cincinnati, OH, US
I work in a client-focused, team-centered environment to support business development and client service efforts. As primary or secondary advisor I manage communications, analyze, draft, edit, monitor and deliver comprehensive financial plans to our firms high net worth clients. I ensure strict adherence to company standards of client care making sure to always meet our fiduciary duty and exceed client expectations.
Education
Xavier University
Bachelor of Business Administration (BBA), Finance, Marketing
2004 — 2008
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