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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Southeast: Carolinas

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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

Dave Werle, CFP®, CSRIC®

Wealth Advisor

Frances Hymiller, CFP®

Wealth Advisor

Hanna Yesuf

Wealth Advisor

Hilary Daniel, MBA, CFP®

Wealth Advisor

HK Hallett

HK Hallett

Sr. Wealth Advisor

Jennifer Adams, CFP®, CDFA®, CSRIC®

Sr. Wealth Advisor

Joe Kiely

Joe Kiely, PhD

Sr. Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

Jonathan Wilson, CFP®, EA

Sr. Wealth Advisor

Kathryn Beach, CFP®

Wealth Advisor

Kristen Revis

Kristen Revis, CFP®

Wealth Advisor

Matthew Williams

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

Carson Durham

Relationship Manager

Ginny Starnes - Manager, Client Service

Ginny Starnes

Manager, Client Service

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Mercer Advisors Team

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