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.

Search results for:

Location: Charlotte

Clear All Filters

Merrick Estes

G. Merrick Estes, Jr.

Managing Partner

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

Alex Miles

Alex Miles

Partner

Tracey Turko, CFP^®, AEP

Partner

Livonia, Charlotte, Raleigh, Asheville

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

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

Shannon Burgett

Regional Vice President

Courtney Clifford

Retirement Planning Specialist

Ready to get started?

Mercer Advisors Team

Explore More

Tax Planning

How To Open a Trump Account for Your Child

August 6, 2026

Retirement

The DINK Financial Advantage: Building Wealth Together

August 5, 2026

Family & Health

Expecting a Baby? What To Know Now

July 31, 2026

Continue Browsing