Troy Bolton is a financial advisor at Mercurio Wealth Advisors in Louisville, KY, holding a Series 65 designation with 12 years of industry experience. His career includes roles at Mercurio Wealth Management and Global Financial Private Capital, LLC. He is also licensed through Mercurio Insurance Services to sell insurance products. Mercurio Wealth Advisors serves individual clients, estates, retirement plans, foundations, and institutions by providing discretionary portfolio management, financial planning, and consulting. The firm offers ongoing investment supervision and utilizes third-party tools to assess risk tolerance and consolidate reporting while integrating estate and insurance advice into its planning services.

Donald Mercurio is a financial advisor with Mercurio Wealth Advisors in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Global Financial Private Capital from 2011 to 2017 and has been with Mercurio Wealth Advisors since 2000. Outside of advisory services, he is involved with Mercurio Insurance Services, an insurance agency affiliated with the firm. Mercurio Wealth Advisors serves individual clients, estates, retirement plans, foundations, and institutions by providing discretionary portfolio management, financial planning, and limited-scope consulting. The firm employs third-party tools to assess risk tolerance and consolidate reporting, offers estate and insurance-related advice, and coordinates with clients’ other advisors.

Ashley Schneider is a financial advisor at Mercurio Wealth Advisors with five years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for three years. Prior to her advisory career, she spent nine years with Kentucky Performing Arts. Mercurio Wealth Advisors serves individuals, estates, retirement plans, foundations, and institutions, providing discretionary portfolio management, financial planning, and limited-scope consulting. The firm implements investment decisions on a discretionary basis and utilizes third-party tools to align portfolios with client risk tolerance.