Passionate About... Budgeting•Investing Outside of Retirement•Retirement Plans (Traditional)
Jacquelyn Gage is a Portfolio Consultant at Mercer Advisors, where she provides investment consultation and portfolio implementation services to wealth advisors. She graduated from Lehigh University with degrees in Finance and Accounting, and holds her Enrolled Agent (EA) designation.
Jacquelyn is based in Philadelphia. In her free time, she enjoys reading, traveling (the United States and the world), and practicing Pilates. She is passionate about investing and enjoys helping others set and reach their financial goals.