Meet David

David is a Wealth Advisor based in the Franklin, Tennessee office. He joined Mercer Advisors in 2022 through the acquisition of HawsGoodwin Wealth, where he was an Associate Wealth Advisor. Prior, he was a Financial Advisor at Strategic Financial Partners where he began his career in 2019. David is a CERTIFIED FINANCIAL PLANNER® professional. He graduated from Auburn University with a B.S. degree in business administration and concentration in finance.

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
Support for business owners, from growth and succession to liquidity events and legacy planning
Helping new families shift financial priorities while building a strong foundation for the future
Guiding clients through living in retirement with steady income and smart planning
Family businesses navigating succession, liquidity, and legacy goals

His working style

David is a calm presence. He is good at simplifying complexity, educating, and transparent communication. He enjoys getting to know clients in depth.

David in real life

What keeps you busy outside of work?

I enjoy helping my wife bake cookies in her small business, playing golf, traveling, and trying new local restaurants.

Why do you like working at Mercer Advisors?

I get the opportunity to walk alongside clients making decisions that will not only impact themselves, but also generations afterwards.

Any words you try to live by?

“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” – Maya Angelou