David H. Levy

Sr. Wealth Advisor, Director

David H. Levy

CFP®, AEP®

dlevy@merceradvisors.com

281.408.2538

Since 2006, David has been dedicated to assisting financial clients in various capacities, helping them construct comprehensive wealth strategies to achieve their goals. Within Mercer Advisors, he serves on the Tax Advisory Council and the Aspen Steering Committee. He is also a valued member of the Ascend Group, providing guidance to high-net-worth individuals. Before joining Mercer Advisors, David co- owned Republic Wealth Advisors, where he excelled as a portfolio manager and chief compliance officer. David graduated with honors from The University of Texas at Austin, holding a bachelor’s in finance. He then attained his Master of Business Administration from Rice University. Outside of work, David is on the national board of directors for the Jewish United Fund USA. He lives in Houston with his wife and three daughters and enjoys vacationing on the slopes of Colorado’s mountains.

Austin

901 S. MoPac Expy
Barton Oaks Plaza 2, Suite 270
Austin, Texas 78746

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Houston

5555 San Felipe Street
Suite 200
Houston, Texas 77056

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