Meet Gerard
Gerard is a Sr. Wealth Advisor based in Westerville, Ohio. He joined Mercer Advisors in 2026 after serving as Financial Advisor at PrairieView Wealth & Tax Advisors. He began his financial services career at Morgan Stanley in 2013. Gerard holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER® professional. He earned a B.A. degree in economics from The Ohio State University and an MBA from Wright State University.
Gerard’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, Gerard has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- Guiding higher education professionals in maximizing benefits and preparing for retirement
- Supporting professional investors with full-service planning and private market access
His working style
Gerard values taking the time to listen to his clients so he can understand what they feel is most important. He is dedicated to building long-term relationships with clients, taking the time to understand each person’s distinct goals and circumstances. Gerard approaches every client relationship with patience, empathy, and a commitment to clear communication.
Gerard in real life
What keeps you busy outside of work?
Spending time with my wife Casey and my son Oliver. We enjoy the outdoors, photography, live sporting events, and playing golf or pickleball.
What makes you tick?
Having the opportunity to build relationships with so many amazing people in this industry. Seeing the positive impact I have been able to make in clients’ lives provides me with an immense amount of fulfillment.
Why do you like working at Mercer Advisors?
The people, the culture, and the infrastructure that the organization has built with our shared goal of providing the best possible client experience.
Meet Gerard’s Teammates
John Walker
Regional Vice President
What Gerard Says
John has been a fantastic partner in establishing new client relationships. John has a great sense for the types of clients that would be the best fit for me and helps ensure a warm transition into the firm for any new relationship.
Jeff Smith
Wealth Advisor
What Gerard Says
Jeff is an experienced Wealth Advisor in the Columbus office and one of the first people I met after joining. He has been a great teammate to bounce an idea off or ask for a different opinion or approach.
James S. Ryan
Sr. Wealth Advisor
What Gerard Says
Jim is an advisor with me in the Columbus office and has a wealth of knowledge and experience. He has been a great resource for the rest of the team when we need to put our heads together to work through a particularly complicated client scenario.
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