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Financial Advisors in St. Petersburg, Florida

Located conveniently in Tampa Bay, our office brings together CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.

By appointment only

970 Lake Carillon Drive Feather Sound
Suite 300
St. Petersburg, Florida 33716

727.614.4333

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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 St. Petersburg that best fits your needs. Our wealth advisors strive to understand your financial situation 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

We specialize in helping individuals, families, 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 St. Petersburg Community and Beyond

Our office serves clients who live and work in Tampa Bay and the surrounding areas. Whether it’s socially responsible investing, the complexity of executive compensation and equity plans, or retirement and tax strategy, our team focuses on what is important to our clients lives and the goals they want to achieve. With the many twists and turns our lives take, having families, changing jobs, becoming single, our advisors can ensure you are always on track to achieve Economic Freedom. We are active participants in the community where we live and work and are currently supporting the following local organizations:

  • The Clearwater Free Clinic
  • Great Explorations Children’s Museum

Meet Your St. Petersburg Team

Mark S. Germain

Managing Director

Devin Farrow

Vice President, M&A

Greg A. Willsey

Client Advisor and Branch Manager

Nicholas Campbell

Wealth Advisor

Susan A. Crawford Pilon

Wealth Advisor

Melissa Pinkerton

Wealth Advisor

Steven Crevar

Associate Wealth Advisor

Adela Africano

Client Service Specialist

Tiffany Stokes

Client Service Specialist

Cary Shaw

Client Service Specialist

Talk to St. Petersburg Financial Advisors