Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Asheville

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Merrick Estes

G. Merrick Estes, Jr.

Managing Partner

Atlanta, Asheville, Charlotte, Raleigh, Durham, Franklin, Gallatin

Tracey Turko, CFP^®, AEP

Partner

Livonia, Charlotte, Raleigh, Asheville

Dave Werle, CFP®, CSRIC®

Wealth Advisor

Jennifer Adams, CFP®, CDFA®, CSRIC®

Sr. Wealth Advisor

Joe Kiely

Joe Kiely, PhD

Sr. Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Kathryn Beach, CFP®

Wealth Advisor

Kristen Revis

Kristen Revis, CFP®

Wealth Advisor

Scott Below

Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Carson Durham

Relationship Manager

Karin Osofsky - Client Service Specialist

Karin Osofsky

Sr. Client Service Specialist

Katie Miceli

Relationship Manager

Asheville, Charlotte, Durham, Raleigh

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Mercer Advisors Team

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