Meet Alan
Alan joined Mercer Advisors as a Wealth Advisor in 2020 through the acquisition of Kays Financial Advisory Corporation where he was a Principal and Senior Advisor since 1996. As a CERTIFIED FINANCIAL PLANNER® professional, Alan enjoys advising individuals and families on insurance planning, college funding, retirement planning, investment planning, tax planning, and estate planning. He holds a Doctor of Business Administration degree in finance from the University of Florida, an MBA in finance from Kennesaw State University, and a Bachelor of Mechanical Engineering Technology degree from Southern Polytechnic State University. For more than 20 years, he has been a part-time lecturer of finance at the University of Florida and has taught in other CFP® Board Registered financial planning programs.
Alan’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, Alan has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Guiding higher education professionals in maximizing benefits and preparing for retirement
His working style
Alan is a professor and planner. He combines technical competence with patience and empathy to help clients feel financially secure, more knowledgeable about their decisions, and secure about their financial future.
Alan in real life
What keeps you busy outside of work?
I enjoy playing golf, spending time with my family, and being active in church. I also enjoy teaching college courses part-time.
Favorite thing about where you live?
I live in Greensboro, Georgia, which is located about 90 miles east of Atlanta. It’s away from the big city and has southern charm. The people are very friendly.
What makes you tick?
It gives me the ability to work with some of the finest professionals in the industry while allowing me to help individuals with their money.
Alan’s snapshots
Meet Alan’s Teammates
Brittany Starnes
Sr. Client Service Specialist
What Alan Says
Brittany is the foundation of my team. She handles client servicing in a friendly, fast, and efficient manner. I value her contributions greatly.
Bryan Strike
Director, Financial Planning
What Alan Says
Bryan is a veritable plethora of financial information. When I need an answer to a client’s financial planning question that is out of left field, he’s always there with an answer.
Donald Calcagni
Chief Investment Officer
What Alan Says
I can sleep at night knowing Don and his team have built and manage an investment portfolio that is evidence based, process oriented, and disciplined. This serves the best interest of our clients.
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