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.
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.
They’re here to help you connect all your financial dots
Frances understands the importance of the financial advisor relationship in helping clients unlock their economic potential. She is motivated by clients’ needs and aspires to contribute to a process for smart, informed decision-making. Frances joined Wrenn Financial Strategies in 1997 after receiving her Bachelor’s degree from Appalachian State University with a double major in Finance and Banking. Frances became a CFP® professional in 2000. Her holistic approach to planning involves collaborating on financial plan development and implementation including creating retirement models, drafting investment portfolios and managing accounts. She lives in Raleigh with her husband and two children and her hobbies include cooking, playing tennis, cheering for the N.C. State Wolfpack and spending time in the North Carolina mountains.
Sr. Financial Planner
Sr. Financial Planner
Amy embraces the team concept for client servicing and understands that each client presents a unique set of circumstances that requires custom-tailored solutions. Amy graduated from Western Carolina University in 2001 with a Master of Science degree in Applied Mathematics and became a CFP® professional in 2008. She has worked with Wrenn Financial Strategies since 2003. Amy’s math aptitude enables her to take a quantitative approach to serving clients in financial planning and investment management. Born and raised in western North Carolina, Amy moved to North Raleigh in 2003 where she currently resides with her husband Mike and two daughters. In her spare time, she enjoys spending time with family, traveling, baking and playing board games.
CFP®, MBA, MSF, CRPC®
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.
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.
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.