Nicole-Phillips

Katherine (Nicole) Phillips

Wealth Advisor

In the rush of daily life, thoughtful financial planning often gets sidelined. I’m here to bring it back to the forefront — empowering clients to make intentional, informed decisions that shape their future with confidence.

Meet Nicole

Nicole is a Wealth Advisor based in Covington, Louisiana. She joined Mercer Advisors in 2025. Prior, she served two years as a Financial Planning and Divorce Consultant for Ellevest, building out a national divorce planning service and specializing in working with women from all walks of life. Nicole was a Financial Advisor at PracticeCFO for a year, supporting small business owners. She spent more than four years as a Financial Planner at American Tax and Financial Planners supporting Gold Star Families after the loss of a loved one in the military. Growing up near Fort Johnson, Louisiana, she takes great pride in having supported the military community that shaped her early life. Nicole began her career in wealth management in 2018. She is especially passionate about helping clients navigate major life transitions, such as divorce, offering clarity and confidence during emotionally and financially complex times. Nicole earned a B.S. degree in finance from Louisiana State University. She is a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst®.

Nicole’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, Nicole has focused experience in these areas:

  • Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
  • Life changes after the loss of a spouse, from estate transitions to long-term planning
  • Supporting women entrepreneurs navigating ownership, growth, and personal wealth
  • For women breadwinners, financial strategies to support their families and long-term goals
  • Providing clarity for military families navigating career transitions and financial complexity

Her working style

Nicole approaches financial advising with empathy, active listening, and a deep belief in its power to transform lives. She sees her role not just as a strategist, but as a trusted guide —helping clients navigate complex financial decisions with clarity.

Nicole in real life

What keeps you busy outside of work?

In my free time, you’ll find me reading a novel, cooking for loved ones, or weightlifting at my local gym.

Favorite thing about where you live?

I’m a Louisiana native and proud LSU Tiger. I embrace my roots through food, culture, and community.

What makes you tick?

I enjoy meeting new people, learning continuously, and traveling.

Ready to learn more?