Wealth Manager or Investment Manager: Which is Right for You? # 487

The roles of wealth manager and investment manager may be quite different. Do you know the distinction? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER TM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss these two financial industry professions, how they differ, and where they may overlap. They also…