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David H. Levy,
CFP®

Client Advisor

David has leveraged 15 years of wealth management experience to partner with clients to achieve their goals. Prior to joining Mercer Advisors, he was co-owner, a portfolio manager, and Chief Compliance Officer at Republic Wealth Advisors. David has been interviewed and quoted by CNNMoney.com, Kiplinger’s, Bloomberg BusinessWeek, and foreign language media in Asia and Europe. He attended The University of Texas at Austin, graduating with a Bachelor of Business Administration in Finance with Honors. David devotes time outside of the office to several philanthropic causes, including serving in a national leadership role for the Jewish National Fund. David lives in Houston, Texas with his wife and twin daughters. He enjoys traveling, especially Colorado mountain getaways with his family.

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