Meet Chad
Chad is a Wealth Advisor based in McLean, Virginia. He joined Mercer Advisors after serving as an Analyst in Investor Relations at Golub Capital. He spent most of his career at Merrill Lynch, providing investment management to high-net-worth clients. Chad graduated from the College of Charleston with a B.S. degree in business administration and a concentration in finance, and is currently pursuing a M.S. degree in personal financial planning. He is a CERTIFIED FINANCIAL PLANNER® professional.
Chad’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Chad has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- Complexities of inherited wealth, from taxes to legacy
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
His working style
Chad is a strong believer in increasing your financial resources to build the life you want to have. His process starts with building trust through education and engaging deeply with clients. He builds a high quality financial plan that directs decision making and pairs it with a professionally managed portfolio. Through this process he helps build confidence around investments, comfort with risk, and reassurance for clients so they can focus on what matters most to them.
Chad in real life
What keeps you busy outside of work?
Whether swimming, sailing, motoring or rowing, any day on the ocean is a great day. I encourage everyone to enjoy an ocean day soon!
Why do you like working at Mercer Advisors?
Mercer Advisors provides me with industry leading tools combined with our fiduciary duty, so I can best serve my clients.
What makes you tick?
I enjoy studying capital markets and economics. There’s always something new and exciting happening!
Ready to learn more?
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