Alice McDermott

Meet Alice

Alice is a Sr. Wealth Advisor based in Kahului, Hawaii. She joined Mercer Advisors via the acquisition of FIM Group in 2018. She began her career at FIM Group where she spent 21 years assisting clients with their financial, tax, retirement, college, and estate planning. Alice is a CERTIFIED FINANCIAL PLANNER® professional. She earned an undergraduate degree from California Polytechnic State University in San Luis Obispo, where she studied finance and accounting. Although raised on Oahu, Alice settled on the island of Maui in 1992.

Alice’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, Alice has focused experience in these areas:

Multi-generational planning that aligns with your values and minimizes tax impact
Guiding clients through living in retirement with steady income and smart planning
Complexities of inherited wealth, from taxes to legacy
For business owners, advice on selling your business to help maximize value — and plan what comes next
Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities

Her working style

Alice is a great listener and provides sound advice based on her decades of experience as well as in the best interest of her clients. She also builds her client relationships based on trust, mutual respect, and integrity.

Alice in real life

What keeps you busy outside of work?

I love being involved in the community of Maui via service clubs and the arts. I also enjoy traveling, reading, hiking, and paddling my OC1 canoe when I can.