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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Atlanta

We get you to think about money like you’ve never thought about it before

Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.

Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.

We’re built differently

Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio

Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
 
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
 
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.

Put simply, we help oversee and connect all the dots of your financial life.

Meet our talented wealth advisors in the Atlanta area

They’re here to help you connect all your financial dots

Scott Kays

Managing Director

Scott Kays

Scott Kays

Managing Director

Scott Kays, CFA, CFP® founded Kays Financial Advisory Corporation in 1985, which was acquired by Mercer Advisors in November 2020. In addition to managing the firm and developing comprehensive financial plans for clients, he also served as KFAC’s Chief Investment Officer. Scott is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Financial Analyst® designation. He has appeared numerous times on the Fox Business Network and CNBC, been featured in the Wall Street Journal, and authored two books, Achieving Your Financial Potential (Doubleday, 1999) and Five Key Lessons from Top Money Managers (John Wiley and Sons, 2005). Married since 1985 with six children, his numerous interests outside of work include roasting coffee, professional bodybuilding, and outdoor activities.

G. Merrick Estes, Jr.

Regional Vice President

G. Merrick Estes, Jr.

G. Merrick Estes, Jr.

Regional Vice President

Merrick began his wealth management career in 2005. Prior to joining Mercer Advisors, he worked with high-net-worth clients in a variety of roles, including Preferred Client Group team leader and regional wholesaler at Evergreen Investments, investment consultant, branch manager, and retail branch network manager at TD Ameritrade, and most recently as branch manager at E*Trade. Merrick received his International Studies degree with a minor in Business Management from the University of South Carolina and holds the FINRA Series 65 License.

Kate DeGiorgi

Regional Sales Associate

Kate DeGiorgi

Kate DeGiorgi

Regional Sales Associate

Kate began her career as a Financial Planning Associate at Northwestern Mutual in Atlanta, Georgia after graduating from the University of Georgia with a Bachelor’s of Business Administration in Finance. She continued to advance her client service skills at Atlanta Financial Associates and brings that same level of expertise to the individuals and families that she works with at Mercer Advisors. Kate is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Chartered Life Underwriter designee.

Kate has returned to the Roswell, Georgia area where she grew up and in her spare time, she enjoys cooking, watching the Georgia Bulldogs, and doing CrossFit.

Cathy Miller

Sr. Wealth Advisor, Sr. Director

Cathy Miller

Cathy Miller

Sr. Wealth Advisor, Sr. Director

MBA, CFP®, CDFA®, CRPS®

cmiller@merceradvisors.com

Cathy C. Miller began her career in financial planning in 1987, and co-founded Atlanta Financial Associates in 1992, a successful RIA which merged with Mercer Advisors in 2020. She specializes in working with individuals facing complex transitions, such as high-net-worth individuals transitioning into retirement, business owners planning their exit, or individuals facing divorce or the death of a spouse.

Cathy’s passion for helping others in their financial lives began when, at age 23, she lost her mother to a drunk driver. As she watched her father struggle to understand and take over the family finances while dealing with the loss of his life partner, she realized what a difference a financial advisor would have made in her family’s life.

Cathy has recently been featured on the 2021 Forbes list of America’s Top Women Wealth Advisors,* and is a multi-year recipient of the Women’s Choice Award® for Financial Advisors** (2014-2021), a distinction given to a select number of advisors in Georgia and across the nation. She has often been featured in the Wall Street Journal for receiving the Five Star Professional Wealth Manager*** award (2012-2021). She has been sought after for her experience and knowledge by various media outlets and has been quoted in publications including the Atlanta Business Chronicle, Atlanta Journal Constitution, The Wall Street Journal and FP Magazine. She has earned her CERTIFIED FINANCIAL PLANNER™ certification, Chartered Retirement Plans SpecialistSM (CRPS®) designation, and Certified Divorce Financial Analyst (CDFA®) designation.

Cathy has a special passion for developing leadership opportunities for young women. In support of that, she is currently the Treasurer and serves on the Board and Executive Committee of Girl Scouts of Greater Atlanta, and is an enthusiastic participant in Girl Scouts’ Camp CEO, which partners C-suite women as mentors with high school girls.

Cathy graduated magna cum laude and Phi Beta Kappa from The College of William & Mary. She then attended the University of North Carolina at Chapel Hill, where she earned a Master of Business Administration (MBA) while graduating second in her class.

*Disclosure

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.

*The ranking of the Forbes “Top Women Wealth Advisors” and “Best-In-State Wealth Advisors,” was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.

**The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to qualify for the program. The inclusion of a financial advisor within the WCA Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of future investment success.

***Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. In 2021, 3,254 Atlanta-area wealth managers were considered for the award; 265 (8% of candidates) were named 2021 Five Star Wealth Managers. These awards are not indicative of the wealth manager’s future performance. Your experiences may vary. For more information, please visit. www.fivestarprofessional.com.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CDFA® mark is the property of The American College, which reserve sole rights to its use, and is used by permission. Chartered Retirement Plan SpecialistSM and CRPSSM are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

Brian Sullivan

Sr. Wealth Advisor, Director

Brian Sullivan

Brian Sullivan

Sr. Wealth Advisor, Director

Brian began his investment advisory career in 1993. Prior to joining Mercer Advisors, he gained diverse experience addressing the needs of high-net-worth individuals, charitable organizations, and corporations as an investment advisor at Bank of America Merrill Lynch and more recently at a small boutique advisory firm. Brian's areas of expertise include retirement planning, asset allocation, and tax advantaged investments. He received his undergraduate degree in Government from Hamilton College and his MBA from Kennesaw State University. Brian also holds the FINRA Series 65 license and is an IRS Enrolled Agent.

Rick Henderson

Sr. Wealth Advisor

Rick Henderson

Rick Henderson

Sr. Wealth Advisor

Rick helps his clients build confidence, security, and the independence they seek regarding their finances. He works collaboratively with clients and their advisor teams helping them build and protect their wealth, reduce taxes, and take care of the people and organizations they cherish most.

Rick began his career in tax with Arthur Andersen. Rick is a CPA, CERTIFIED FINANCIAL PLANNER™ professional, and Accredited Investment Fiduciary (AIF®). After becoming a financial advisor in 1990, he founded Cornerstone Financial in 1999, then merged with Atlanta Financial in 2012. Atlanta Financial joined Mercer Advisors at the end of 2020.

Rick graduated from Furman, is married and has two daughters with his wife. Rick enjoys spending time with friends and family, exercise, traveling, and playing golf.

Christopher Blackmon

Sr. Wealth Advisor

Christopher Blackmon

Christopher Blackmon

Sr. Wealth Advisor

Chris joined Mercer Advisors in 2020. Prior to joining Mercer Advisors, Chris worked as an audit manager for PricewaterhouseCoopers and as a partner at Atlanta Financial Associates.

Chris graduated from the University of Alabama with a Master’s of Accountancy degree. He is a licensed Certified Public Accountant in the state of Georgia and a CERTIFIED FINANCIAL PLANNER™ professional and received the Five Star Professional Wealth Manager award in 2020*.

Chris enjoys helping his clients achieve their financial goals through a collaborative process. Chris’s background allows him to help clients identify tax mitigation strategies within their financial plans.

*Disclosure

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. In 2020, 3,314 Atlanta wealth managers were considered for the award; 268 (8% of candidates) were named 2020 Five Star Wealth Managers. These awards are not indicative of the wealth manager’s future performance. Your experiences may vary. For more information, please visit. www.fivestarprofessional.com.

These awards should not be construed by clients or prospective clients as a guarantee that they will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Mercer Advisors by any of its clients.

Richard Brad Mundy

Sr. Wealth Advisor

Richard Brad Mundy

Richard Brad Mundy

Sr. Wealth Advisor

Brad began his financial services career in 2009, after spending nearly three years working in public accounting. Prior to joining Mercer Advisors, Brad worked for Kays Financial Advisory Corporation (acquired by Mercer Advisors), Fidelity Investments and AYCO, a Goldman Sachs Company. Brad provides financial and investment advice and comprehensive financial planning (i.e. investment planning, retirement planning, risk management, tax planning, cash flow planning and management, and estate planning). Brad earned a Bachelor of Science Degree in Accounting from Western Kentucky University. Brad is also a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant. Outside of work, Brad enjoys watching sports, playing golf and spending quality time with his wife and two sons.

Andrew Medders

Sr. Wealth Advisor

Andrew Medders

Andrew Medders

Sr. Wealth Advisor

Andrew began his wealth management career in 2006 after five years of serving in the United States Navy leading a submarine warfare and search and rescue team. Andrew spent the first 11 years of his career with Fidelity Investment. Just prior to joining Mercer Advisors, Andrew spent four years at Kays Financial Advisory Corporation, where, as a Principal and Senior Financial Advisor, he prepared comprehensive financial plans and developed customized investment portfolios for his clients. Andrew graduated from Liberty University with a Bachelor’s of Science in Business Administration and a concentration in financial planning and he is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of work, Andrew and his wife Erika spend much of their time outdoors hiking and camping with their three children and are active members at the Square Church in Smyrna.

Alan McKnight

Sr. Wealth Advisor

Alan McKnight

Alan McKnight

Sr. Wealth Advisor

Alan began his wealth management career in 1996 and was Principal and Senior Advisor with Kays Financial Advisory Corporation before joining Mercer Advisors. He is a CERTIFIED FINANCIAL PLANNERTM professional, and he is well-versed in investment management, retirement income and distribution planning. He graduated from the University of Florida with a Doctor of Business Administration in Finance and a Master of Business Administration in Finance from Kennesaw State University. Alan is also a part-time Adjunct Finance Faculty at Southern New Hampshire University and the University of Maryland Global Campus where he teaches in their CFP® Board Registered programs.

Ron Kibbe

Sr. Wealth Advisor

Ron Kibbe

Ron Kibbe

Sr. Wealth Advisor

CFP®, CLU®, ChFC®

rkibbe@merceradvisors.com

Ron began his career in the financial services industry in 1994 with a focus toward comprehensive financial planning. His strength and expertise are found in his ability to help his clients create a vision for their personal and professional lives and then integrate their unique vision into a comprehensive life plan. Ron graduated cum laude from Saint Leo University in Florida where he earned a degree in Accounting. He also holds the FINRA Series 66 License.

Noah Reichert

Wealth Advisor

Noah Reichert

Noah Reichert

Wealth Advisor

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We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.


Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.