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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Ponca City

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 Ponca City area

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

Carl Larimore

Sr. Wealth Advisor, Director

Carl Larimore

Carl Larimore

Sr. Wealth Advisor, Director

Director Carl began his career in the financial services industry in 2013. Prior to joining Mercer Advisors, he gained valuable experience as a financial advisor at Pegasus Advisors and as a financial planner at Baldwin & Associates. Carl enjoys helping his clients establish and achieve their financial planning goals, and in his free time enjoys coaching youth soccer and going to sporting events. He graduated from Angelo State University with a Bachelor of Business Administration degree, earned his Master of Science degree in Personal Financial Planning from Texas Tech University, and in 2023 received a Master's of Business Administration from Auburn University. Carl is a member of the Financial Planning Association, The Dallas Estate Planning Council, and the Texas Guardianship Association. He also holds the FINRA Series 65 License and is a CERTIFIED FINANCIAL PLANNER™ professional.

William S. “Stan” Bivin

Sr. Wealth Advisor

William S. “Stan” Bivin

William S. “Stan” Bivin

Sr. Wealth Advisor

“I’ve always believed that we are only as good as the team upon whose shoulders we stand. I have been remarkably blessed to have been surrounded by exceptional partners in my journey. Joining Mercer Advisors gives me the opportunity to extend my career and continue to help our friends and clients. That matters.”

Stan comes to Mercer Advisors after 35 years in the financial services business, first as a broker, as a bank Trust Officer, and then eventually as an entrepreneur building Bivin & Associates, a successful fiduciary registered investment advisory firm in northern Oklahoma. Stan graduated from Oklahoma State University in 1971, served as an officer in the United States Navy, in the Pentagon, then onboard the U.S.S. Laffey (DD-724). Stan is an Eagle Scout and the recipient of the Silver Beaver award and served as President of the Will Rogers Council of the Boy Scouts of America for three years. He and his wife Suzy have been active supporters of the community and their church. Stan is an average golfer, a want-to-be chef, a pretty good fisherman, and grows good tomatoes!

Julie Brown

Wealth Advisor

Julie Brown

Julie Brown

Wealth Advisor

CRPC®, FPQP®

jbrown@merceradvisors.com

Julie has many years of experience in the financial services industry. She held several key positions in the banking industry prior to joining Bivin & Associates, Inc. in 1994. She holds an Associate Degree in Business from Northern Oklahoma College and received her certification as a Financial Paraplanner Qualified Professional™ in 1991 and as a Certified Retirement Planning Counselor® in 2011. She is responsible for account administration and assists with compliance, operations, and office management. Julie and her husband Paul were born and raised in Ponca City, OK and she is actively involved in her community and has served on numerous boards. She and her family are active members of their church. Julie and her husband Paul are parents of daughters Allison and Mollie.

Shanon Lee

Client Service Specialist

Shanon Lee

Shanon Lee

Client Service Specialist

Shanon has over 15 years of client service and staff management experience in the financial services industry. She earned a BS in Business Administration from Northwestern Oklahoma State University in 2007 and began her career in banking. Most recently she managed a key branch of a regional bank and led 15 employees. She joined Bivin & Associates, Inc. in 2022. As a Client Service Specialist, she supports the Ponca City wealth management team with account transfers, new account processing, managing client data and correspondence. Shanon brings extraordinary people skills and relationship-building culture to the office and is a key component of client experience. Outside of the office, Shanon is busy gathering with family and friends. She enjoys the outdoors, air boating, and exercise.

Susan Travis

Managing Director

Susan Travis

Susan Travis

Managing Director

CFP®, AEP®, CTFA

stravis@merceradvisors.com

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.

Todd LaLuzerne

Regional Vice President

Todd LaLuzerne

Todd LaLuzerne

Regional Vice President

Todd LaLuzerne began his financial services career in 2000 at Fidelity Investments. Prior to joining Mercer Advisors, he honed his client relationship and strategic investment solution skills in his roles as a financial advisor with A.G. Edwards, investment consultant and then branch manager at TD Ameritrade. Todd applies a solutions-based, value-enhancement approach to his work with both institutional and individual high-net-worth clients. He is passionate about delivering a comprehensive and cohesive wealth management experience. He received his undergraduate degree from Texas A&M University, holds the FINRA Series 66 License, and Accredited Asset Management Specialist designation from the College for Financial Planning.

Laura Thompson

Senior Regional Sales Associate, Manager

Laura Thompson

Laura Thompson

Senior Regional Sales Associate, Manager

Laura began her career in the financial services industry in 2004. Prior to joining Mercer Advisors, she helped manage a small Houston-based boutique wealth management firm that cleared through LPL Financial. She brings superior client service and organizational management skills to the firm. Laura's professional background allows her to develop and execute processes that enrich the client experience and help the Central Team grow. Laura holds the FINRA Series 65 license.

Danielle Frazier

Sr. Manager, Client Service

Danielle Frazier

Danielle Frazier

Sr. Manager, Client Service

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.

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.



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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.