Mero has spent the last twenty years of his career helping corporations, financial institutions, and individuals formulate retirement plans designed to meet their retirement goals. The focus of his services is:
- Design of qualified retirement plans and non-qualified executive benefits programs
- Measuring and monitoring of fiduciary liability
- Investment due diligence
- Portfolio management
Mero received a BA in Accounting from Washington & Jefferson College and a MBA from Duquesne University. Additionally, he has earned the Accredited Investment Fiduciary® (AIF®) and has been recognized by Pittsburgh Magazine as a Five Star Wealth Manager.* Mero is a past President of RADA® (Retirement Advisors and Designers of America) and actively involved with ASPPA® (American Society of Pension Professionals & Actuaries).
Mero is an Investment Advisor Representative of Independent Financial Partners and a Registered Representative with LPL Financial.
*2013 Five Star Awards are based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013 Five Star Wealth Managers.