Robert W. Baird & Co.
47yrs
Top advisor by experience in Denver
2yrs
Rachel Roach
Financial advisor at Mercer Global Advisors
Rachel Roach is a fiduciary financial advisor in Denver, Colorado, with 2 years in the industry. Rachel joined Mercer Global Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Rachel holds the CFP® designation.
One of 2610 advisors with offices in Denver, and one of 2345 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office1200 17th Street Suite 2000, Denver, CO 80202
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.21 million
Advisors at the firm737
States licensed ?1 state
Services through Mercer Global Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowMercer Global Advisors Inc.Current firm
Questions to ask Rachel
Tailored to Rachel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Rachel
How do I contact Rachel?
Call Mercer Global Advisors at (888) 885-8101 and ask for Rachel Roach. Rachel works from the Denver, CO office.
How long has Rachel been a financial advisor?
Rachel has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Rachel hold?
Series 65. Tap any license on this page to see what it allows.
Is Rachel a fiduciary?
Rachel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Rachel paid?
Mercer Global Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Rachel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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