Kelly Gaur
Regional vice president and shareholder at Mercer Advisors focused on business development, with a background in private banking and wealth management.
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Mar 19, 2026 • 24min
Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen
Kelly Gaur, regional VP and shareholder at Mercer Advisors with roots in private banking, explains how business development roles open pathways into wealth management. She discusses moving from banks to an RIA, why BD-only teams boost advisor capacity, modern outreach through community and hobbies, and the technical skills that accelerate non-advisory careers.
