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Carl Kunhardt

Sr. Wealth Advisor

CFP®, CIMA®, AEP®

ckunhardt@merceradvisors.com

Carl’s discipline and thoroughness, acquired as an officer and naval aviator in the US Marines, help him deliver strategic solutions that focus on building, managing, and preserving his clients’ wealth. Carl began his wealth management career in 1994 as a Personal Financial Planner with American Express Financial Advisors. Carl then joined Quest Capital Management in Dallas, Texas in 1997 where he became a Senior Partner and Senior Wealth Advisor. He works with professionals to develop investment strategies to help build and maintain wealth, provide income distribution solutions, and optimize estate planning. Carl is married and has two grown daughters who live in Dallas. He is a scuba Divemaster and an avid sailor and enjoys golf, underwater photography and playing his guitar(s).

Dallas - Park Cities

8117 Preston Road
# 700
Dallas, Texas 75225

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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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