Carson Green

Carson Green

Client Service Specialist

I believe every detail matters — because behind every account is a client relying on us for confidence and financial peace of mind.

Meet Carson

Caron is a Client Service Specialist for the Dallas office of Mercer Advisors. He joined the firm in 2025 after graduating with a B.A. in human dimensions of organizations from the University of Texas at Austin, in 2025. He held internships during college at three financial services companies. Carson enjoys building trust through excellent service, clear communication, and making sure clients always feel taken care of.

His working style

Carson is known for his problem-solving, curiosity, discipline and determination, and good attitude. He enjoys building relationships based on trust and strives to keep these relationships for the long-term. Carson is someone who you can count on for your needs and expect excellent, quality work.

Carson in real life

What keeps you busy outside of work?

Most of my free time is with my family. If not with them, playing golf and/or watching sports and hanging out with friends.

What keeps you busy outside of work?

Mercer Advisors is filled with joyful, supportive employees that make me truly enjoy coming to the office each day. A great culture can matter a lot!

What makes you tick?

I’m driven by growth, relationships, and purpose — building a career that I love, creating experiences with people I care about, and staying grounded in faith.

Meet Carson’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Carson counts on — and how they work together to support you.
Clay Evans

Clay Evans

Wealth Advisor

What Carson Says

Clay has offered valuable perspective on hard-work and discipline in serving our clients. Whether it’s coming in early, staying late, or handling any type of client situation, he consistently shows that hard work never fails when solving problems for those we serve.

Carl Larimore

Carl Larimore

Sr. Wealth Advisor, Sr. Director

What Carson Says

Carl sets a strong example for to interact with clients. Whether sharing his knowledge and wisdom in meetings or reassuring clients that their money is in good hands, he consistently brings calm, positive energy to every interaction.

Ready to learn more?