Nnamdi Odi

Meet Nnamdi Odi

Nnamdi is a Sr. Wealth Advisor based in Houston, Texas. He joined Mercer Advisors after serving at Westwood Holdings Group for nearly two years as Private Wealth Advisor. Prior, he spent 12 years at Fidelity Investments, advancing to Wealth Planner.

Nnamdi is a CERTFIED FINANCIAL PLANNER® professional. He earned a B.S. degree in personal financial planning from Texas Tech University and a MBA from the University of Houston.
Raised by immigrant parents who worked tirelessly to build opportunity and security for his family, Nnamdi is inspired daily by their perseverance and commitment. That legacy drives the way he serves his clients and the example he strives to set for his sons.

Nnamdi Odi’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, Nnamdi Odi 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
Life changes after the loss of a spouse, from estate transitions to long-term planning
Guiding clients through living in retirement with steady income and smart planning
Complexities of inherited wealth, from taxes to legacy

His working style

Nnamdi takes a thoughtful, relationship‑driven approach to advising. He invests the time to truly understand each client’s goals through a detailed and collaborative discovery process. By aligning financial strategies with what matters most, he helps clients bring clarity and direction to their financial lives. If you’re seeking a knowledgeable and trusted steward for your financial priorities, Nnamdi is a partner you can rely on.

Nnamdi Odi in real life

What keeps you busy outside of work?

I enjoy spending time with my wife, Morgana, and our three sons — Ikenna, Nnaji, and Tarik — and staying actively involved in their football, baseball, and basketball activities.

Any words you try to live by?

Integrity, honesty, and professionalism.

Why do you like working at Mercer Advisors?

Mercer Advisors brings comprehensive, industry‑leading expertise across all areas of financial planning. As a one‑stop shop, it provides the robust backing that enhances the work I do for clients.