When can you enjoy everything you’ve worked for?
Welcome to a different kind of wealth management in Austin
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 Austin area
They’re here to help you connect all your financial dots
David H. Levy
Sr. Wealth Advisor, Director
David H. Levy
Sr. Wealth Advisor, Director
MBA, CFP®, AEP®
Since 2006, David has supported clients in many capacities to help them build unified wealth plans for realizing their goals. At Mercer Advisors, he advises high-net-worth clients as part of the Ascend group; and serves on the Tax Advisory Council and steering committee for our advisory platform. David was previously a co-owner of Republic Wealth Advisors, as well as a portfolio manager and chief compliance officer. David graduated with a bachelor of business administration with honors from The University of Texas at Austin and received his MBA from Rice University. He serves on the national board of directors for the Jewish National Fund USA. David lives in Houston with his wife and three daughters and enjoys vacationing on the slopes of Colorado’s mountains.
Joel Lange
Sr. Wealth Advisor
Joel Lange
Sr. Wealth Advisor
Joel began his career in the financial services industry in 1987, primarily managing money for bank trust companies until joining Bell Wealth Management in 2010. Since then, he has been working with individuals and families to help create effective investment plans that are efficiently designed to achieve long-term goals. His primary areas of expertise include comprehensive financial planning, investment management and trusts. Joel is a graduate of Valparaiso University (B.S., Finance) and Washington University in St. Louis (MBA). He also holds the FINRA Series 65 license and is a member of the CFA Society of Austin. Joel lives in Austin with his wife, Sandra, and their three children.
Laura Rowley
Sr. Wealth Advisor
Laura Rowley
Sr. Wealth Advisor
CFP®, CTFA
Laura joined Kanaly Trust in 2005 and has over twenty-six years of financial advisory experience. Laura has knowledge around the many complexities that come with building, maintaining and passing wealth to future generations. She is also a member of the American Bankers Association and the Institute for Certified Bankers. As an active member of the community, she was a court-appointed guardian ad litem through the Child Advocates Organization for three years. She holds a Cannon Wealth Management Certificate and is a graduate of the American Bankers Association National Trust School. Laura graduated with a degree in International Business from Sam Houston State University. Laura loves to spend quality time with her husband and two daughters.
Dean R. Murray
Sr. Wealth Advisor
Dean R. Murray
Sr. Wealth Advisor
Prior to joining Mercer Advisors, Inc., Dean began his financial services career in 1999 working directly with individuals, families, trusts, foundations and corporate retirement plans after founding Murray & Co. Asset Management, Ltd. Prior to that, he was the Chief Investment Officer and Executive Director of the multi billion dollar Texas Permanent School Fund, one of the largest public educational endowments in the U.S. Dean’s career in the financial industry includes working for Dean Witter Reynolds, a major New York broker/dealer, American Bank in Austin, Texas and Southwestern Commercial Capital, a private lending and venture capital firm.
Dean holds a Bachelor’s degree in finance and a Master’s degree from the University of Texas at Austin, and has taught courses at both the undergraduate and graduate level in corporate finance, banking and portfolio management in the College of Business Administration at The University of Texas. Dean is a Chartered Financial Analyst charterholder, a member of the CFA Institute and the CFA Society of Austin. Dean has served and continues to serve on many non-profit organizations throughout Austin, Texas and is presently Chairman of the God of Hope Ministries. Lately, he has been achieving some long-distance bike rides throughout rural Texas. He also holds the FINRA Series 65 License.
Jeff Kacal
Sr. Wealth Advisor
Jeff Kacal
Sr. Wealth Advisor
CFP®, CTFA
Jeff began his career in the investment management industry in 1999. Prior to joining Mercer Advisors, he was a top performer at Prudential Financial where he provided comprehensive financial planning and wealth management guidance to his high-net-worth clients. Jeff holds the FINRA Series 66 License and is a member of the Financial Planning Association. A native Houstonian, he holds his degree in Marketing from Texas A&M University. Jeff currently lives in Missouri City, Texas with his wife, Nicole, and their four children.
Adam Frinsco
Wealth Advisor
Adam Frinsco
Wealth Advisor
CFP®, ChSNC®, CMT
Adam has developed a passion for proactive tax planning, technical analysis of financial markets, special needs planning, and simply getting to know clients on a personal level. Before joining Mercer Advisors in 2023, Adam spent 13 years working in boutique wealth management firms; including Kanaly Trust which merged with Mercer Advisors in 2016. Adam is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Special Needs Consultant® (ChSNC®), member of the Houston Estate and Financial Forum (HEFF), a Chartered Market Technician® and a former Chairman of the Financial Planning Association (FPA) of Houston. When he’s not working, Adam enjoys reading deeply into obscure subjects, being in nature and international travel. His wife and three kids keep him busy otherwise.
Ernest Neeley
Wealth Advisor
Ernest Neeley
Wealth Advisor
MBA, CFP®
Ernie enjoys a highly personal and collaborative approach when working with his clients. He began his career in wealth management in 2006 at Fidelity Investments delivering guidance and expertise to plan participants. Over time, Ernie’s career pivoted to incorporate more holistic planning services, allowing him to deliver enhanced comprehensive solutions to his clients. Prior to joining Mercer Advisors, Ernie worked at Personal Capital Advisors providing technology-driven, holistic financial planning solutions to high net worth clients. He graduated from the University of North Texas with a Masters degree in Business Administration Finance and also has a Bachelor of Arts in Spanish literature from the University of North Texas. Ernie is a CERTIFIED FINANCIAL PLANNER™ professional. He and his husband enjoy traveling and walking their two dogs.
Zeke Aviles
Wealth Advisor
Zeke Aviles
Wealth Advisor
Zeke joined Mercer Advisors in 2021. His prior experience was as a financial advisor for a boutique wealth management firm that originated from a CPA practice, allowing him to receive extensive exposure to tax planning and filing. Zeke has a special interest in executive compensation and is pursuing a designation in that field. He holds a bachelor of business administration in economics from the University of Texas Pan- American and a M.S. in personal financial planning from Texas Tech University. He is a CFP® professional. Zeke is fluent in Spanish and learning Farsi. He enjoys being a mock-tour guide for visiting friends and family; being a U.S. history buff; going to the gym and local comedy clubs; and watching his Dallas Cowboys and San Antonio Spurs.
Rebekah Burns
Wealth Advisor
Rebekah Burns
Wealth Advisor
MS, CFP®, ChFC®, CDFA®
Rebekah always knew that she wanted to help people. Her career in the financial services industry began in 2010, and she finds the most rewarding part of her job to be building relationships with clients and helping them navigate important financial decisions through comprehensive planning. Prior to joining the Mercer Advisors team in 2020, she worked at Northwestern Mutual and Houston Asset Management, where she moved up while earning her CERTIFIED FINANCIAL PLANNER™ designation. She’s also a Certified Divorce Financial Analyst® professional. Rebekah graduated with honors from the University of Texas at Austin, earning a bachelor’s degree in sociology. She went on to get a master’s degree in management information systems from the University of Houston-Clear Lake. Rebekah enjoys traveling, participating in 5Ks, and spending time with her husband and son.
William McNutt
Wealth Advisor
William McNutt
Wealth Advisor
CFP®, EA
Will, a seasoned fiduciary, leverages over a decade of experience to craft tax-efficient financial plans for High-Net-Worth Families. He completed his CERTIFIED FINANCIAL PLANNER™ coursework at Rice University and holds the prestigious title of an Enrolled Agent (EA) from the IRS, focusing on tax rules, laws, and regulations. Grounded in the principles of both financial and tax planning, Will designs retirement strategies to help minimize tax exposure. Recognized as a Five Star Wealth Manager and featured in Texas Monthly, the Wall Street Journal, and Fortune magazine’s top 40 Under 40 Wealth Managers, he prioritizes building strong client relationships based on honesty, integrity, and reliability for tailored customized financial plans based on client needs.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, 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 or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Heather Ford
Wealth Advisor
Heather Ford
Wealth Advisor
CFP®, CPA, CTFA, AEP®
Heather joined Mercer Advisors in 2017 as part of the Kanaly Trust acquisition. She has more than 22 years of coordinated financial, tax, estate, and retirement planning experience with high-net-worth clients. Her career began with Deloitte in Houston, Texas. Prior to joining Mercer Advisors, Heather worked as a senior consultant for a boutique wealth management and tax advisory firm in Austin, Texas, where she focused on planning needs for high-net-worth individuals and their closely held entities. Heather is a graduate of The University of Texas at Austin and holds a Master of Professional Accounting in taxation, a Bachelor of Business Administration in accounting, and a Bachelor of Arts in the Plan II Honors program.
Monica Hernandez
Financial Planner
Monica Hernandez
Financial Planner
Monica began her financial services career in 2020. She earned a bachelor of business administration in finance from the University of Houston with a focus on risk management and insurance. Monica provides essential financial planning assistance for our local wealth management teams. She showcases her contributions by delivering uniform quality analyses for Mercer Advisors. Outside of the office, Monica enjoys taking in all that her native Houston has to offer. She loves to travel and relishes her time spent with family and friends, even the furry kinds.
We’ll team you up
with one of our talented wealth advisors who’ll help you connect all your financial dots
We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.
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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.