Financial Advisors in Houston, Texas
Located in the Galleria area, our Houston office brings together CERTIFIED FINANCIAL PLANNERS™, advisors, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.
5555 San Felipe Street
Suite 200
Houston, Texas 77056
800.825.5152
Hours: 8 AM – 5 PM, Monday – Friday
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 Houston 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.
Financial Management to Help Maximize Wealth
Our Houston financial advisors specialize in helping individuals, families, foundations, endowments, 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 Houston Community
Our office serves clients who live and work in Houston and the surrounding areas. From individuals and families, to small business owners and those in the medical and dental fields, the diverse nature of our client base means we have the expertise to manage complex financial issues. This includes equity compensation and highly concentrated positions, as well as tax planning for executives. Our team takes great pride in helping to ensure our clients are always on track to achieve Economic Freedom.
Meet Your Houston Team

Susan Travis
Client Advisor and Regional Director

Glen Minton
Regional Vice President

Laura Thompson
Senior Regional Sales Associate

Greg Alger
Unique Asset Manager

Drew Kanaly
Sr. Wealth Advisor

Jeff Kacal
Sr. Wealth Advisor

Peter Ip
Sr. Wealth Advisor

Gary Williams
Sr. Wealth Advisor

Laura Rowley
Sr. Wealth Advisor

David H. Levy
Client Advisor

Heather Jenkins Capps
Associate Wealth Advisor

Bobby Arenivas
Associate Advisor

Carlos Hernandez
Associate Wealth Advisor

William McNutt
Financial Planner

Rebekah Burns
Financial Planner

Stephanie Fernandes
Financial Planner

Robert Borden
Financial Planner

Andrew Crim
Associate Planner

Danielle Frazier
Sr. Client Service Specialist

Catherine Franklin
Sr. Client Service Specialist

Sandra Mitchell
Client Service Specialist

James Telfer
Client Associate

Daniel Lime
Client Associate

William Flanders
Client Service Specialist

Brenda Garcia
Client Service Specialist

Amy Ruffing
Client Service Specialist

Charlene Jones
Client Service Specialist

Frederick M. Hanish