Alfredo Mercado
As a Senior Associate, Client Service in Wealthspire’s Boca Raton office, Alfredo is dedicated to delivering exceptional client experience through account onboarding, account maintenance, custodial coordination, and ongoing operational support. He partners closely with advisors and clients to provide responsive service, ensure operational excellence, and help address clients’ evolving financial needs.
Prior to joining Wealthspire, Alfredo served as a Client Service Manager and team Lead in operations roles within the retirement plan industry, supporting employers, participants, and advisors across a range of 401(k) plans and retirement solutions. Leveraging his background in financial services, retirement plan administration and bilingual skills. He brings a client-focused approach and commitment to building strong, lasting relationships. Alfredo earned a Bachelor of Business Administration with a concentration in Management from Florida Atlantic University.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
