Jack Gets National Recognition
Investment News has recognized JackMcCloskey, our COO, as a 2022 40
Investment News has recognized JackMcCloskey, our COO, as a 2022 40
We’re excited to announce another new partner at Vintage! Jack
We’re pleased to announce that Doug Watts has joined us
Nathan Zolynsky joined us earlier this year as a financial
We’re pleased to announce that Michael Stros, CFP® has met
We are happy to announce that Nathan Zolynsky has joined
Frank Moore, our founder and Chief Investment Officer, was again
Frank Moore, our founder and Chief Investment Officer, was recently
We’re excited about the strengthening of our tax team over
Vintage Financial Services is a tradename. All services provided by Vintage Financial Services investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Vintage Financial Services.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.