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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Charlotte

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 Charlotte area

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

Erica Weiser

Regional Vice President

Erica Weiser

Erica Weiser

Regional Vice President

Erica has over two decades of experience in the financial services industry with various product sponsors, broker dealers, as well as leading RIAs such as Edelman Financial Engines and Mariner Wealth Advisors. During her tenure, she has served in a variety of leadership roles in sales, business consulting, product development, marketing, and relationship management. Originally from New York where she studied Finance and Investments at Bernard M. Baruch College, CUNY, Ms. Weiser and her family relocated to the Charlotte, NC area in 2010. Erica enjoys cooking, travel, family softball weekends, and quality time with her husband, their two children, and their dog, Truman.

Brian Abatemarco

Regional Vice President

Brian Abatemarco

Brian Abatemarco

Regional Vice President

Brian began his career in wealth management in 2014. Prior to joining Mercer Advisors, Brian worked at two registered investment advisory firms managing client relationships and providing portfolio management services to his clients. Brian is passionate about facilitating the sales process and sharing with potential clients the value that Mercer Advisors provides. Brian is a native of the Washington, D.C. Metro area and enjoys traveling, The Washington Football Team, and spending time with family and friends. He graduated from Virginia Tech with a degree in Finance and a concentration in financial planning, and currently holds the FINRA Series 66 License. In addition, Brian is a CERTIFIED FINANCIAL PLANNERTMprofessional.

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.

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.

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.

Nicholas Campbell

Wealth Advisor

Nicholas Campbell

Nicholas Campbell

Wealth Advisor

CFP®, CPA/PFS, M.Tx.

ncampbell@merceradvisors.com

Nick has over 20 years of professional experience working with high-net worth clients providing tax or financial advice to them and their families. His professional experience includes working with high-net worth families at Ernst & Young (now EY), working at Ameriprise Financial and at Ronald Blue & Co (now Ron Blue Trust). Nick is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ professional, and holds the Personal Financial Specialist (PFS) designation from the AICPA. He joined the Mercer Advisors Investment Committee in 2021. Nick earned his Master of Taxation from Georgia State University and is a graduate of Morehouse College in Atlanta. He is married and has two young sons. He enjoys camping, kayaking and triathlons.

Adis Mehic

Wealth Advisor

Adis Mehic

Adis Mehic

Wealth Advisor

Adis began his wealth management career in 2012. He enjoys helping his clients construct a complete life plan that best positions them to achieve their pre-retirement goals so they can fully enjoy their retirement years. Adis graduated from the University of Georgia with a degree in Financial Planning. While in school, he gained valuable experience as a community volunteer, working with local families and individuals on budget planning, debt management, and introductory investment education. Adis is a member of the Financial Planning Association and holds the FINRA Series 65 License.

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.


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.