Financial Advisors in Houston
Located in the Galleria area, our office together with the entire Mercer Advisors team bring CERTIFIED FINANCIAL PLANNER™ professionals, 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
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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 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
Managing Director
Geoff Nelson
Regional Vice President
Glen Minton
Regional Vice President
Laura Thompson
Senior Regional Sales Associate, Manager
Peter Ip
Sr. Wealth Advisor
Drew Kanaly
Sr. Wealth Advisor
Laura Rowley
Sr. Wealth Advisor
Gary Williams
Sr. Wealth Advisor
David H. Levy
Sr. Wealth Advisor
Jeff Kacal
Sr. Wealth Advisor
Heather Jenkins Capps
Wealth Advisor
Bobby Arenivas
Wealth Advisor
Rebekah Burns
Associate Wealth Advisor
William McNutt
Associate Wealth Advisor
Stephanie Fernandes
Financial Planner
James Telfer
Financial Planner
Ernest Neeley
Financial Planner
Danielle Frazier
Regional Service Manager
Lauren Harris
Client Service Specialist
Sonia Rodriguez
Client Service Specialist
Charlene Jones
Client Service Specialist
William Flanders
Client Service Specialist
Mychelle Malveaux
Client Service Specialist
Sandra Mitchell
Client Service Specialist
Monica Hernandez
Client Service Specialist
Amy Ruffing
Client Service Specialist
Kobrah McFaden
Client Service Specialist
Greg Alger
Unique Asset Manager
Awards
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