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: Charlotte

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Brian Smyth

Brian Smyth, MBA

Wealth Advisor

Hanna Yesuf

Wealth Advisor

Hilary Daniel, MBA, CFP®

Wealth Advisor

HK Hallett

HK Hallett

Sr. Wealth Advisor

Joe Kiely

Joe Kiely, PhD

Sr. Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Jonathan Wilson, CFP®, EA

Sr. Wealth Advisor

Nicole Brandon

Nicole Brandon

Sr. Wealth Advisor

Pam Postma - Sr. Wealth Advisor

Pamela Postma, CFP®, MBA

Sr. Wealth Advisor

Scott Below

Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Alex Miles

Alex Miles

Partner

Tracey Turko, CFP^®, AEP

Partner

Livonia, Charlotte, Raleigh, Asheville

Merrick Estes

G. Merrick Estes, Jr.

Managing Partner

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

Shannon Burgett, CFP®

Regional Vice President

Ginny Starnes - Manager, Client Service

Ginny Starnes

Manager, Client Service

Jahyra Robinson

Service Operations Associate

Katie Miceli

Relationship Manager

Asheville, Charlotte, Durham, Raleigh

Stephanie Bennett

Relationship Manager

Trevor Combs

Trevor Combs

Relationship Manager

Ben Laubach

Financial Planner

Franklin (Tom) Oyieko

Portfolio Operations Specialist

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Mercer Advisors Team

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