Meet David
David is a Sr. Wealth Advisor based in Scottsdale, Arizona. Prior to joining Mercer Advisors in 2022, he gained experience at small local firms and global financial firms, including Vanguard, Charles Schwab, and USAA. He earned a B.S. degree in business management from the University of Phoenix. David is a CERTIFIED FINANCIAL PLANNER® professional.
David’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, David has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- 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
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- Managing income and long-term strategy for consultants with unpredictable schedules and global work
His working style
David is known for his attention to detail, calm presence, and ability to simplify complex concepts. He loves building long-term relationships beyond just the financial topics, connecting on interests such as family and recreation. If you value collaboration and want a partner to help you make financial decisions that you would make for yourself, if your proficiency was personal finance, David’s a good fit for you.
David in real life
What keeps you busy outside of work?
My family, sports, and adventure.
Favorite thing about where you live?
The southwestern U.S. has endless activities for the family year-round.
What makes you tick?
Family, faith, and fun (adventure).
David’s snapshots
Meet David’s Teammates
David Kerber
Managing Partner
What David Says
David is a great collaborator and helps me think though complex client situations to find ideal solutions.
Dawn Santeford
Client Service Specialist
What David Says
Dawn is an integral part of my team. She is often the face of Mercer Advisors for my clients and provides the “white glove” treatment they’ve come to adore.
Jaron D. Carmichael
Partner, Retirement Planning Group
What David Says
Jaron has been a friend for decades and leads our Retirement Plan Group. We work together on finding the right fit for our clients with responsibility over employer plans.
Susy Gibo
Sr. Client Development Associate
What David Says
Susy brings light to every room she enters. Many of my clients’ first introduction to Mercer Advisors was through the high level of service they received while onboarding with her and her team.
Josh DeForest
Executive Managing Partner, Head of Client Delivery
What David Says
Josh has been a mentor in helping me manage a practice of over 100 clients to make sure I am providing the best possible client experience that Mercer Advisors has to offer, while adding efficiencies, delegating tasks, and not burning myself out.
Ready to learn more?
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