Talk to Scottsdale Financial Advisor
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
Trace Winn
Client Service Specialist
Tim Rowland
Sr. Wealth Advisor, Director
Susy Gibo
Senior Regional Sales Associate
Nancy R. Hudak
Regional Service Manager
Marc A. Normann
Regional Vice President
Lindsay Black
Associate Wealth Advisor, Retirement Plans
Kristin Greenleaf
Manager of Operations
Kevin Jack
Managing Director
JoAnn Ferradino
Client Service Specialist
Jaron Carmichael
Director of Retirement Group, Wealth Advisor
James Taylor
Wealth Advisor
Denise Rhodey
Lead Client Service Specialist
David Kerber
Sr. Wealth Advisor, Director
David Carmichael
Sr. Wealth Advisor, Director
Corey Bird
Regional Vice President
CJ Smith
Wealth Advisor
Cherice Peoples
Client Service Specialist
David Rich
Wealth Advisor
Jesse Jackson
Client Service Specialist