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Financial Advisors in Clearwater, Florida

Located conveniently in Tampa Bay, just west of US 19 in the Countryside area of Clearwater, our Clearwater office brings together CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.

2475 Enterprise Road
Clearwater, Florida 33763

727.614.4333
Hours: 8 AM – 5 PM, Monday – Friday

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About Us

Mercer Advisors has more than 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 Clearwater that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation and goals and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey.

 

Solutions to Help Maximize Your Wealth

We specialize in helping individuals, families, foundations, executives, 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 Needs of the Tampa Bay Community and Beyond

The diverse nature of our client base means we have the expertise to manage the complexities of their financial lives. We specialize in working with multiple generations of families helping them to continue their legacy. Other areas of focus include navigating clients through major life events including marriage, divorce, education planning, and retirement. Whether we are serving clients, or actively participating in local organizations, such as The Clearwater Free Clinic and Great Explorations Children’s Museum, we are committed to serving the community in which we live and work.

Meet Your Clearwater Team

Nicholas Campbell

Client Advisor

Adela Africano

Client Associate

Tiffany Stokes

Client Associate

Susan A. Crawford Pilon

Client Advisor

Melissa Pinkerton

Client Advisor

Cary Shaw

Client Associate

Greg A. Willsey

Client Advisor and Branch Manager

Devin Farrow

Regional Vice President

Mark S. Germain

Managing Director

Steven Crevar

Associate Advisor

Awards

News

New Legislation Impacts Retirement Planning

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Mercer Advisors Takes ESG to a New Level

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Mercer Boosts Female Leadership with New Hire

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