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Clay Evans
Wealth Advisor
CFP®, CAP®
cevans@merceradvisors.com
Clay is dedicated to helping individuals and families achieve their financial goals with confidence. He guides clients through the complexities of financial markets, tax planning, estate planning, and risk management. As a trusted advisor, Clay works closely with clients to develop tailored strategies for wealth accumulation, retirement planning, and risk management.
Clay enjoys guiding clients through the intricate areas of comprehensive financial planning. He simplifies and educates clients on each topic, connecting the dots of their overall plan to ensure understanding and provide comfort and confidence through various life stages.
A natural problem solver, Clay takes pleasure in learning the stories and histories of his clients to present custom solutions based on their shared information. By understanding their goals, he can develop a tangible game plan and coach them through the process.
Inspired by his father, who is a financial advisor, Clay learned the importance of having not only technical skills and professional knowledge, but also being a great communicator and listener. He holds a bachelor’s degree in finance from Texas A&M University and began his financial services career in 2016 with Fidelity Investments, where he held various relationship management and client service roles. Clay joined Quest Capital Management in Dallas, Texas in 2020, serving as the point of contact for goal planning, risk management, tax planning, and retirement benefits until the firm merged with Mercer Advisors in 2021.
A native of Dallas, Clay lives in the city with his wife and appreciates being in a community passionate about supporting and giving back. As a Chartered Advisor in Philanthropy®, he helps others achieve their philanthropic goals. Clay serves on the Boards of Governors for the Dallas Estate Planning Council.
In his spare time, Clay enjoys spending time with friends and family, cycling, and attempting to master the game of golf. He supports Texas A&M athletic programs and attends games whenever possible.