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Brad Poff

Regional Vice President

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Having begun his financial services career in 1998, Brad joined Mercer Advisors after 16 years of distinguished service as a Financial Consultant at E*TRADE from Morgan Stanley, where he was one of the top producers. With a passion for planning and wealth management, he’s committed to developing strong personal relationships with clients as they build generational wealth. Born in Nebraska and having lived most of his life in Houston, Brad honed his Spanish while living in Costa Rica in the early ’90s. He still loves to travel with his two daughters, and he spends time with family in Australia every year. Brad graduated from Brigham Young University with a BA in political science and a minor in Spanish. He holds the FINRA Series 66 license.


5555 San Felipe Street
Suite 200
Houston, Texas 77056

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