Tarek McAlee

Tarek McAlee, CFP®, is a seasoned wealth advisor with extensive experience in financial services. Currently serving as a Wealth Advisor at Mercer Advisors, Tarek has previously held significant roles at Joslin Capital Advisors, LLC as Senior Client Advisor and Chief Compliance Officer, as well as in operations and client relations. Tarek's career also includes positions at Financial Asset Management Ltd. as VP Administration and Registered Principal, and at HarrisDirect, a unit of BMO Financial Group, in various operational roles. Tarek holds a Bachelor of Science degree in Zoology with a focus on Genetics from the University of Washington and a Graduate Certificate in Personal Financial Planning from the City University of Seattle.