Beau Mercer,CFP®,CDFA™

Beau Mercer, CFP®Vice President
Sandy Spring Wealth Management
LPL Financial Advisor

Phone: 800-399-5919 ext. 6270
Fax: 301-260-3696
email: [email protected]

Beau serves Olney, Ashton and Sandy Spring.

“It is my mission to work closely with my clients to help them work toward pursuing their current and future goals.”

Areas of Focus

  • Wealth Management
  • Retirement Planning
  • Estate Planning
  • College Planning

Background, Education & Credentials

  • Registered Investment Professional Since 2001
  • Masters of Business Administration, Hood College, Frederick, MD
  • Bachelor of Science in Finance and Accounting from Juniata College, Huntingdon, PA
  • Series 24 General Securities Principal Registration*
  • Series 7 General Securities Registration*
  • Series 63 State Law Registration*
  • Series 65 Uniform Investment Advisor Registration*
  • Maryland Life, Health & Variable Insurance Licenses

*Registrations through LPL Financial

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit

Securities and advisory services are offered through, and Financial Advisors and Consultants are registered with, LPL Financial, a registered investment advisor, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Sandy Spring Wealth Management and Sandy Spring Bank are not registered broker/dealers and not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and /or transact securities business with residents of the following states: AR, AZ , CA, CO, CT, DC, DE, FL, GA, HI, IA, IN, LA, MA, MD, ME, MI, MN, MO, MT,NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV.

Get Started Today

Schedule a free, no-obligation consultation with us to review your financial needs. Complete the form below or call us at 800-770-5417.