Associate Wealth Advisor
Carlos began his financial management career in 2014 and joined Mercer Advisors in 2018. Prior to joining Mercer Advisors, he was a financial advisor at Foresters Advisory Services, LLC. Carlos graduated with honors from the University of Texas at Arlington with a Bachelor’s in Finance degree. He is a member of the Houston Estate and Financial Forum (HEFF) and the Financial Planning Association (FPA). His expertise includes investment analysis, asset allocation, and risk management. His dedication to helping clients and drive for results is why you will see him involved in all phases of client’s portfolios.