Meet Adam Lee
Adam is a Sr. Vice President based in Atlanta, Georgia. He joined Mercer Advisors in 2020 through the acquisition of Kays Financial, where he served as a Wealth Advisor. Before joining Mercer Advisors, Adam held advisory roles at TD Ameritrade and Morgan Stanley, building extensive experience in wealth management and financial planning.
In his current role, Adam guides individuals and families as they explore personalized wealth management strategies.
Adam earned a B.S. degree in business from the Kelley School of Business at Indiana University and is a CERTIFIED FINANCIAL PLANNER® professional.
His working style
Adam’s greatest strength is his ability to combine thoughtful analysis with genuine curiosity, helping clients navigate important financial decisions with confidence and clarity. Clients can expect a calm, collaborative experience where they feel heard, understood, and never rushed. Adam takes the time to ask thoughtful questions, understand each client’s unique circumstances, and focus on solving the right problems before recommending solutions. His conversations are open, honest, and grounded in long-term thinking, and he isn’t afraid to respectfully challenge assumptions when it can lead to better outcomes.
Adam Lee in real life
What keeps you busy outside of work?
Outside of work, you’Il likely find me cheering from the sidelines at youth soccer and baseball games, attending live music events, exploring new restaurants across the city, or exploring new cities across the world with my family. I’m an avid golfer and lifelong sports fan, especially when it comes to following my beloved Indiana Hoosiers.
Favorite thing about where you live?
As an Atlanta transplant, I quickly discovered what makes the Southeast so special. Living in Atlanta means having access to world-class sports, an incredible restaurant scene, and weekend getaways to both the mountains and the beach — and of course Southern hospitality. While I’ll always have a soft spot for my Midwestern roots, Atlanta has truly become home.
Why do you like working at Mercer Advisors?
I’m proud to work at Mercer Advisors because it allows me to deliver integrated advice. I get to partner with exceptionally talented professionals across investment management, tax, and estate planning to help clients navigate complex financial decisions. Seeing the positive impact that level of coordination and collaborative approach can have on our clients is incredibly rewarding and is a big part of why I enjoy working at Mercer Advisors.
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