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Jeremiah Barlow

EVP, Head of Family Wealth Services

Jeremiah Barlow is the Executive Vice President and Head of Family Wealth Services at Mercer Advisors, a national Registered Investment Advisor (RIA) firm.12 He oversees the Family Office Group and serves as the firm's lead trust and tax attorney, providing clients with strategic advice in trust, tax, and wealth succession planning.2

Barlow's role at Mercer Advisors includes:

  1. Leading the centralized planning teams, which cover financial planning, investment management, estate planning, tax planning and preparation, trustee services, and insurance solutions.1
  2. Establishing Mercer Advisors' centralized financial planning and portfolio consulting teams, redefining how planning and investment management services are offered within an RIA.1

His background includes:

  • Owning a law practice specializing in estate planning before joining Mercer Advisors.2
  • Earning a Political Science degree from the University of Nevada, Reno, and a Juris Doctor from Western Michigan University.2
  • Holding MBA and JD qualifications.4

Barlow is based in Santa Barbara, California, where he lives with his wife and sons.24 He is active on LinkedIn under the username jeremiahbarlow, where he shares insights on financial planning and industry news.356

In 2023, Barlow was recognized as Innovator of the Year in the WealthManagement.com Industry Awards program, highlighting his contributions to the wealth management industry.1

Highlights

Dec 17 · merceradvisors.com
Jeremiah Barlow - Mercer Advisors Tax Planning & Preparation
Jeremiah Barlow - Mercer Advisors Tax Planning & Preparation
Oct 2 · theorg.com
Jeremiah H. Barlow - EVP, Head of Family Wealth Services at ...
Jeremiah H. Barlow - EVP, Head of Family Wealth Services at ...
Sep 13 · prweb.com
Four Mercer Advisors Top Executives Recognized in the 2023 ...
Feb 18 · merceradvisors.com
Author: Jeremiah H. Barlow - Mercer Advisors
Author: Jeremiah H. Barlow - Mercer Advisors

Related Questions

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How has Jeremiah Barlow's leadership impacted Mercer Advisors' family wealth services?
What innovative strategies has Jeremiah Barlow implemented in family wealth services?
How does Jeremiah Barlow's role compare to other executives at Mercer Advisors?
What awards has Jeremiah Barlow received for his work at Mercer Advisors?
Jeremiah Barlow
Jeremiah Barlow, photo 1
Jeremiah Barlow, photo 2
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Location

Santa Barbara, California