team palmer
Call us today at (877) 642-5225
 Managing Director  Email: Kelly Kelly has more than 24 years of experience with Mercer Advisors and is passionate about helping families achieve Economic Freedom®. He graduated with a degree in Human Development from California Polytechnic State University culminating with the Outstanding Senior Award. As a member and past president of the Financial Planning Association, Santa Barbara Chapter, and member of the Santa Barbara Estate Planning Council, Kelly is committed to the development of the financial planning profession. He has been a California Life Agent and has held Series 7, 65 & 63 Securities Licenses. Kelly lives in Santa Barbara, California, with his wife and two sons. |  Financial Associate Email: AmandaAmanda graduated from Pepperdine University in 2000 and went on to receive her Series 65 certification after joining Mercer Advisors. She is currently enrolled at the University of California Santa Barbara where she is in the process of completing eight quarters of course work which will allow her to sit for the Certified Financial Planner™ Certification Exam in late 2012. |
 Financial Administrator Email: Denise Denise's 13 years in the financial services industry include positions within retail banking, commercial banking and private wealth management both in Texas and in Arizona. Prior to joining Mercer Advisors in 2009, she was a Fiduciary Associate with JPMorgan focusing on Personal Trust Administration. She attended Eastfield College and JPMorgan Trust School and holds her Series 65 License. Denise lives in Glendale, Arizona, with her two sons. |
