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.
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.
They’re here to help you connect all your financial dots
Regional Service Manager
Regional Service Manager
Danielle began her career in the financial services industry in 2005, working at large RIA firms such as Washington Mutual and JPMorgan and at a local asset management firm in Houston. She's passionate about providing high-quality, detailed customer service to support the Mercer Advisors team and its clients. Danielle graduated with a BA in psychology from the University of Texas at San Antonio and is a CERTIFIED FINANCIAL PLANNER™ professional. She serves on the steering committee of the Mercer Advisors Diversity, Equity & Inclusion initiative and leads the financial literacy-community outreach division. She's also the partner-firm executive sponsor for 3rd Decade as well as a liaison to Junior Achievement. In her spare time, Danielle volunteers with Houston Dress for Success, offering financial literacy classes to veterans. She loves traveling with her husband, going to the theatre, and reading.
CFP®, AEP®, CTFA
Susan began her career in the financial services industry in 1987. Prior to joining Mercer Advisors, she was a Senior Vice President and Trust Officer at Kanaly Trust Company in Houston. She's also worked with firms in Ohio, Florida, and Boston. Susan specializes in multigenerational wealth management issues, using a variety of planning tools. She holds a bachelor's degree from State University of New York and a Trust Administration certificate from Bentley University in Boston, and she completed the National Graduate Trust School at Northwestern University in Chicago. Susan is on the board of directors for the National Association of Estate Planners & Councils (NAEPC), serves on the Accredited Estate Planner® Committee (AEP®), co-chairs the NAEPC Diversity, Inclusion and Equity Committee, and is past chair of the Multi-Disciplinary Teaming Committee. She's a past president and current member of the Houston Estate and Financial Forum as well as a member of the Houston Business and Estate Planning Council and the Financial Planning Association. Susan has also served as president of two homeowners' associations. In her free time, she loves doing various outdoor activities with her family.
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.