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Josh DeForest

Managing Director at Mercer Advisors

Josh DeForest, CFA, CFP® is an Executive Managing Director at Mercer Advisors.13 He began his career in the financial services industry in 2007 and joined Mercer Advisors in 2010.2 As an Executive Managing Director, he serves as the managing director for the firm's southern division.2

DeForest is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP®), indicating his expertise in financial analysis and planning.13 He is based in Phoenix and has over 500 connections on LinkedIn.3

In his role at Mercer Advisors, DeForest contributes to the company's thought leadership by authoring articles on topics such as Medicare premiums and early retirement considerations.5 He also regularly shares insights on financial planning, wealth management, and industry trends through his LinkedIn posts.46

Highlights

Dec 17 · merceradvisors.com
Meet our Advisory Team - Mercer Advisors
Meet our Advisory Team - Mercer Advisors
Dec 17 · merceradvisors.com
Josh DeForest | Mercer Advisors
Josh DeForest | Mercer Advisors

Related Questions

What are Josh DeForest's main responsibilities as Executive Managing Director at Mercer Advisors?
How has Josh DeForest's career evolved since he joined Mercer Advisors in 2010?
What are some notable achievements or contributions Josh DeForest has made at Mercer Advisors?
How does Josh DeForest's experience compare to other managing directors at Mercer Advisors?
What specific services does Josh DeForest focus on for the southern division at Mercer Advisors?
Josh DeForest
Josh DeForest, photo 1
Josh DeForest, photo 2
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Location

Greater Seattle Area