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Cameron H

CFP®

Sandy Springs, GA

Mercer Global Advisors Inc.

Cameron Holt is a CFP® professional with experience at Mercer Global Advisors Inc. since 2021, as well as prior roles at WCM Global Wealth and Morgan Stanley. His background also includes positions in education and other sectors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, businesses, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of implementation options and related financial planning services.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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