Mercer Advisors Logo
Search
Close this search box.

David H. Levy

Sr. Wealth Advisor, Director

David H. Levy

CFP®, AEP®

dlevy@merceradvisors.com

281.408.2538

Since 2006, David has supported financial clients in many capacities, helping them build unified wealth plans to realize their goals. At Mercer Advisors, he serves on the Insurance Committee, is a member of the Ascend Group, and advises high-net-worth clients. Prior to joining Mercer Advisors, David was a co-owner at Republic Wealth Advisors, where he was also a portfolio manager and chief compliance officer. David attended The University of Texas at Austin, graduating with a bachelor of business administration in finance with honors, and is currently earning an MBA at Rice University. He also serves on the national board of directors for the Jewish National Fund USA. David lives in Houston with his wife and three daughters, and he enjoys vacationing on the slopes of Colorado’s mountains.

Austin

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

Visit Office

Houston

5555 San Felipe Street
Suite 200
Houston, Texas 77056

Visit Office