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Financial Advisors in Charlotte, North Carolina

Located in the heart of the financial district, our office brings together CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.

By appointment only

6201 Fairview Road
Suite 200
Charlotte, North Carolina 28210

571.643.3331
Hours: 8AM - 5PM, Monday - Friday

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About Us

Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a financial advisor in Charlotte that best fits your needs. Our wealth advisors strive to understand your financial situation and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey.

 

Financial Management to Help Maximize Wealth

We specialize in helping individuals, families, and businesses with comprehensive wealth management services including:

  • Retirement planning
  • Trusts and estate planning
  • Tax planning and return filing
  • Insurance analysis
  • Long-term care/Medicare planning
  • Company retirement plans
  • Social security optimization
  • Tax-efficient investing
  • Socially responsible investments
  • Foundations & non-profits
  • Donor advised funds & charitable trusts
  • Education/college planning
  • Cash-flow/budget optimization

 

Meeting the Financial Needs of the Charlotte Community and Beyond

Our office serves clients who live and work in Charlotte and the surrounding areas. Whether it’s socially responsible investing, the complexity of executive compensation and equity plans, or retirement and tax strategy, our team focuses on what is important to our clients lives and the goals they want to achieve. With the many twists and turns our lives take, having families, changing jobs, becoming single, our advisors can ensure you are always on track to achieve Economic Freedom.

Meet Your Charlotte Team

G. Merrick Estes, Jr.

Regional Vice President

Brian Abatemarco

Associate Regional Vice President

Brian Sullivan

Sr. Wealth Advisor, Director

Ron Kibbe

Sr. Wealth Advisor

Nicholas Campbell

Wealth Advisor

Adis Mehic

Wealth Advisor

Candace Abrams

Client Service Specialist

Talk to Charlotte Financial Advisors