David H. Levy

David has been helping clients build comprehensive wealth plans since 2006, guiding them toward their financial goals with a strategic and personalized approach. At Mercer Advisors, he works with high-net- worth clients and is a member of the Investment Committee, Tax Advisory Council, and advisory platform steering committee.

Prior to joining Mercer Advisors in 2020, David was a co-owner of Republic Wealth Advisors, serving as a portfolio manager and chief compliance officer. He earned his BBA with honors from The University of Texas at Austin and his MBA from Rice University, with recognition as a Jones Scholar.

Outside work, David serves on the national board of directors for Jewish National Fund- USA. A lifelong Texan, he lives in Houston with his wife and three daughters. He’s played the violin since childhood, is a devoted Texas Longhorns sports fan, and enjoys spending time in the mountains of Colorado.