Financial Advisors in Houston

Our Houston advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts, including CERTIFIED FINANCIAL PLANNER™ professionals, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.

5555 San Felipe Street
Suite 200
Houston, Texas 77056

800.825.5152

Financial Advisors in Houston


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Meet Your Houston Team

Jeff Kacal

Jeff Kacal

Client Advisor

Chris Graf

Chris Graf

Regional Vice President

Greg Alger

Greg Alger

Unique Asset Manager

Peter Ip

Peter Ip

Client Advisor

Drew Kanaly

Drew Kanaly

Client Advisor

Laura Rowley

Laura Rowley

Client Advisor

Susan Travis

Susan Travis

Client Advisor and Branch Manager

Gary Williams

Gary Williams

Client Advisor

Rodney James

Rodney James

Client Advisor

Heather Jenkins Capps

Heather Jenkins Capps

Associate Advisor

Bobby Arenivas

Bobby Arenivas

Associate Advisor

Sandra Mitchell

Sandra Mitchell

Client Associate

Laura Thompson

Laura Thompson

Regional Sales Associate

Glen Minton

Glen Minton

Regional Vice President

William McNutt

William McNutt

Financial Planner

Danielle Frazier

Danielle Frazier

Client Associate

Andrew Crim

Andrew Crim

Associate Planner

Catherine Franklin

Catherine Franklin

Client Associate

James Telfer

James Telfer

Client Associate

Carlos Hernandez

Carlos Hernandez

Financial Planner

Laura Dominguez

Laura Dominguez

Client Associate

Rebekah Burns

Rebekah Burns

Financial Planner

Stephanie Fernandes

Stephanie Fernandes

Financial Planner

Frederick M. Hanish

Frederick M. Hanish

Client Advisor

David H. Levy

David H. Levy

Client Advisor

Daniel Lime

Daniel Lime

Client Associate

William Flanders

William Flanders

Client Associate

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