Meet Adam
Adam is a Sr. Wealth Advisor based in Houston, Texas. Before joining Mercer Advisors in 2023, Adam spent 13 years working in boutique wealth management firms, including Kanaly Trust, which merged with Mercer Advisors in 2016. Adam is a CERTIFIED FINANCIAL PLANNER® professional, Chartered Special Needs Consultant®, Chartered Market Technician®, member of the Houston Estate and Financial Forum (HEFF), and former chair of the Financial Planning Association (FPA) of Houston. Adam earned a B.A. degree in communication studies from Texas Tech University. Inspired by his first financial advisor, he obtained a M.S. degree in personal financial planning from the university.
Adam’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Adam has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
- Clients who care for dependents with special needs, with strategies for care, security, and legacy
His working style
Adam is known for his calm demeanor, thoughtful planning, and integration of strategies through collaborative conversations.
Adam in real life
Why do you like working at Mercer Advisors?
The vision and the people.
What keeps you busy outside of work?
Spending time with my family, learning anything and everything, and escaping Houston to more beautiful destinations, when possible.
What’s one thing you are surprisingly good at?
I’m surprisingly good at anything that involves hand-eye coordination
Adam’s snapshots
Meet Adam’s Teammates
Cecilia Gutierrez
Sr. Client Service Specialist
What Adam Says
CeCi and I are continually working to improve our processes and operations to deliver white glove services to our clients.
Tim Moore
Wealth Advisor
What Adam Says
I enjoy bouncing ideas off of Tim about complex client situations. We both have similar client profiles with distinct planning challenges.
Gabriella Pizzoferrato
Estate Planning Strategist
What Adam Says
Gabriella is a wonderful teammate when discussing and planning for a client’s estate plan. She leads them through the process from start to finish so that the client can feel confident that their vision is executed on paper.
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