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Financial Advisors in Scottsdale

Located in the heart of North Scottsdale, across from Kierland Commons, with easy access from the Loop 101 or SR-51, 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.

7033 East Greenway Parkway
Suite 290
Scottsdale, Arizona 85254



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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 Scottsdale 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 Scottsdale 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 Scottsdale Community

Our office serves clients who live and work in Scottsdale and the surrounding areas including the Greater Phoenix area, Northern Arizona and Tucson. The diverse nature of our client base means we have the expertise to manage complex financial issues including equity compensation and highly concentrated positions, asset inheritance, divorce, or transitioning into retirement. Whether we are serving clients, or actively participating in local organizations, we are committed to serving the community in which we live and work. We currently support the following local organizations:

  • Helping Hands for Single Moms
  • Andre House
  • Susan G. Komen – The 3 Day
  • Arizona Animal Welfare League

Meet Your Scottsdale Team

Kevin Jack

Managing Director

Marc A. Normann

Regional Vice President

Corey Bird

Regional Vice President

Tim Rowland

Sr. Wealth Advisor, Director

David Carmichael

Sr. Wealth Advisor, Director

David Kerber

Sr. Wealth Advisor, Director

David Rich

Wealth Advisor

CJ Smith

Wealth Advisor

James Taylor

Wealth Advisor

Nancy R. Hudak

Regional Service Manager

Denise Rhodey

Lead Client Service Specialist

Trace Winn

Client Service Specialist

Cherice Peoples

Client Service Specialist

Jesse Jackson

Client Service Specialist

JoAnn Ferradino

Client Service Specialist

Kristin Greenleaf

Manager of Operations

Jaron Carmichael

Director of Retirement Group, Wealth Advisor

Susy Gibo

Senior Regional Sales Associate

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