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Candace Davis

Client Service Specialist

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cdavis@merceradvisors.com

Candace enjoys servicing her clients with outstanding customer service and offering exceptional administrative support to her team. She began her career in the financial services industry in 2015 at the Broker Dealer firm of Raymond James when she moved to Texas from Florida. Transitioning to Mercer Advisors in 2022, Candace has a deep understanding of her client support activities. As a Client Service Specialist, she works closely with clients to make sure their needs are met, often overseeing retirement rollovers and annuities. Candace received her Associates Degree from Gulf Coast State College in North Florida. Outside of the office, Candace enjoys hiking, camping, traveling, numerous volunteer work, and spending time with her three children.

Bellaire

4800 Bissonnet Street

Bellaire, Texas 77401

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Friendswood

161 West Shadowbend Avenue
Suite 101
Friendswood, Texas 77546

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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