Drew Kanaly

Meet Drew

Drew is a Sr. Wealth Advisor based in Houston, Texas. He joined Mercer Advisors in 2017 through the acquisition of Kanaly Trust Company where he served since 1983 and became Chairman and CEO of the business founded by his father in 1975. Drew is a member of the Mercer Advisors Investment Committee. He specializes in investment management, charitable trusts, and family limited partnerships. Drew earned a BBA in finance from the University of Houston.

Drew’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, Drew 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
Concentrated stock positions that require strategic diversification and tax efficiency
For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
Supporting nonprofit organizations with investment management, governing, and growth strategies to help advance their mission