Coldstream Wealth Management
Toni Mercer is a seasoned professional in wealth management, currently serving as a Senior Operations Associate at Coldstream Wealth Management since June 2023. With a background as a Wealth Management Systems Consultant since August 2019, Toni Mercer has extensive experience in advising, having worked as an Adviser at Lorica Partners from September 2015 to August 2019, and previously as an Associate Adviser at MASECO Private Wealth from July 2009 to July 2015. Early career experience includes roles as a Wealth Planning Manager and Client Services Associate at MASECO Private Wealth, as well as providing IFA support during a one-year work placement at Prescient Financial Intelligence Limited. Toni Mercer holds a Bachelor's degree in Financial Services from Bournemouth University, completed in 2009.
Coldstream Wealth Management
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”