Meet Bo
Bo is a Sr. Wealth Advisor based in Gallatin, Tennessee. He joined Mercer Advisors through the acquisition of Financial Partners Group, which he co-founded in 2001. Bo earned a B.S. degree in business administration and a Master of Accountancy with tax concentration from the University of Tennessee. He is driven to construct and help implement each client’s comprehensive financial plan to allow them to move toward financial independence and reassurance.
Bo’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, Bo has focused experience in these areas:
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Complexities of inherited wealth, from taxes to legacy
- Advising physicians with insurance, debt, and investment strategies
His working style
Bo is known for his caring nature and ability to develop and implement comprehensive financial plans in a clear, transparent manner. If you value a caring advisor who puts your needs first, Bo’s a good fit for you.
Bo in real life
What keeps you busy outside of work?
I enjoy family time, golf, and travel.
What makes you tick?
My mother taught school for more than 40 years. Watching her take care of hundreds of students showed me the value and pleasure of helping others.
Any words you try to live by?
“People don’t care how much you know until they know how much you care.” ~Theodore Roosevelt
Meet Bo’s Teammates
Theresia Reid
Sr. Client Service Specialist
What Bo Says
Theresia does an incredible job of taking care of each of our clients on a daily basis. She is thoughtful caring and professional.
Tammy Goad
Sr. Client Service Specialist
What Bo Says
Tammy provides white glove service to our clients each day, approaching every interaction with genuine care, thoughtfulness, and professionalism.
Michael Stanley II
Director, Financial Planning
What Bo Says
Michael is a consummate professional planner who provides our clients with in-depth knowledge and helps them create financial plans to guide them toward financial independence and reassurance.
Philip Bowling
Sr. Operations Specialist
What Bo Says
Philip is incredibly talented and patient with all things related to technology. He is an invaluable resource to our team.
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