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
Helen Shingler
Regional Service Manager
Helen Shingler
Regional Service Manager
Scott Kays
Managing Director
Scott Kays
Managing Director
CFP®, CFA
Scott Kays, CFA, CFP® founded Kays Financial Advisory Corporation in 1985, which was acquired by Mercer Advisors in November 2020. In addition to managing the firm and developing comprehensive financial plans for clients, he also served as KFAC’s Chief Investment Officer. Scott is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Financial Analyst® designation. He has appeared numerous times on the Fox Business Network and CNBC, been featured in the Wall Street Journal, and authored two books, Achieving Your Financial Potential (Doubleday, 1999) and Five Key Lessons from Top Money Managers (John Wiley and Sons, 2005). Married since 1985 with six children, his numerous interests outside of work include roasting coffee, professional bodybuilding, and outdoor activities.
Ernie George
Director
Ernie George
Director
CFP®, CLU®
Ernie entered the financial services business in 1974 in Starkville, MS after graduating from Mississippi State University. He has served as a board member of the Mississippi Estate Planning Council, Northeast Mississippi Planned Giving Council, The Society of Financial Services Practitioners (formerly the American Society of CLU® and ChFC®) and the Financial Planning Association (formerly the International Association for Financial Planning).
Ernie was recently named to the 2021 edition of the Forbes list of Best-In-State Wealth Advisors for Mississippi for the third year in a row.
Vickie Willard
Client Services Coordinator
Vickie Willard
Client Services Coordinator
Vickie began her career in financial services in 2018. Prior to joining Mercer Advisors, she worked at ET George Investment Management, LLC. As Client Services Coordinator, she is an integral part of our ongoing commitment to deliver quality service to our clients. Vickie received her paralegal degree in Virginia before moving to Mississippi where she worked as a paralegal for Moore Law Office in Starkville for 28 years.
Katie Iglay
Manager of Operations
Katie Iglay
Manager of Operations
Katie began her career in financial services in 2014. Prior to joining Mercer Advisors, she worked at ET George Investment Management, LLC As Director of Operations, she is an integral part of our ongoing commitment to deliver service to our clients by providing proactive and efficient support. Katie graduated from Mississippi State University with a Bachelor of Arts in Communication, with an emphasis in Public Relations. After graduation, she worked as Assistant Director of Scholarships and Financial Aid at Mississippi State University for eight years.
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.
with one of our talented wealth advisors who will help you connect all your financial dots
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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