Mercer Advisors Logo
Search
Close this search box.

When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Midlothian

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.

We’re built differently

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.

Meet our talented wealth advisors in the Midlothian area

They’re here to help you connect all your financial dots

Marcus Cooper

Wealth Advisor

Marcus Cooper

Marcus Cooper

Wealth Advisor

Marcus joined Mercer Advisors after many years with Morgan Stanley, where he focused on multigeneration investment planning for families and small businesses. With a passion for financial education, Marcus partners with clients to ensure they have a deep level of comfort and clarity with their financial plan. Marcus is a Virginia native, and his connections to the state run very deep, as the business community there has recognized his family's significant leadership contributions for several generations. He's a graduate of the University of South Carolina, and he's a member of St. Paul's Episcopal Church in Richmond, where his wife serves as an associate rector. He's also involved with Junior Achievement of Central Virginia, the Patrick Henry School of Science and Arts, Firehouse Theatre, and the Monticello Association.

Jody Wyatt

Sr. Client Service Specialist

Jody Wyatt

Jody Wyatt

Sr. Client Service Specialist

Jody began her financial services career in 2002 with Prudential Financial as an Investment Associate. She is dedicated to assisting her team in all aspects of client services. She enjoys interacting with clients and helping them meet their short-term and long-term financial goals. Jody graduated from Radford University with a focus in Marketing. At Mercer Advisors, she is committed to maintaining strong client relationships and providing exceptional service.

Kristina Gillis-Phelps

Client Service Specialist

Kristina Gillis-Phelps

Kristina Gillis-Phelps

Client Service Specialist

Kris joined Pinnacle Wealth Solutions in 2004 and later Mercer Advisors in 2021. She provides clients and our team with exceptional support. Her duties include client meeting preparation, performing all account trades, and processing IRA annual required minimum distributions. Kris enjoys playing a part in our clients' lives and helping them enjoy the things that matter to them.

Joseph Young

Managing Director

Joseph Young

Joseph Young

Managing Director

CFP®, MBA, MSF, CRPC®

jbyoung@merceradvisors.com

Joseph began his career in wealth management in 2004. Prior to joining Mercer Advisors, he worked at Merrill Lynch Global Wealth and Investment Management as a senior wealth management and portfolio advisor. At Merrill Lynch, Joseph specialized in financial, estate, and investment planning for high-net-worth individuals and institutions. He holds dual Master’s degrees in Finance and Business Management from Johns Hopkins University. Joseph lives in Old Town Alexandria with his wife and two children.

We’ll team you up

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.



By submitting this information, you are selecting to receive promotional communications from the Mercer Advisors team.

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.