Meet Dave
Dave is a Managing Director based in Dallas, Texas. He joined Mercer Advisors in 2024 after serving at PNC for more than nine years, most recently as a Market Leader. Prior, he served three years as a Wealth Management Advisor at TIAA-CREF and 13 years as a CERTIFIED FINANCIAL PLANNER® practitioner at Ameriprise Financial, where he began his career in 1998. As a leader and advisor, Dave collaborates with each member of the team to consistently provide value to our clients. His motivation is seeing consistent progress in how we help our clients meet their goals. David graduated from Bethany College with a B.A. degree. He is a CERTIFIED FINANCIAL PLANNER® professional, Accredited Asset Management Specialist®, and Chartered Financial Consultant®.
His working style
Dave is an energetic and thoughtful leader who believes the most important aspect of working with his team is building a positive and productive culture where we can provide the very best service to our clients and maintain a respectful relationship with our fellow team members.
Dave in real life
What keeps you busy outside of work?
Time with my amazing family, including my wife, four beautiful kids, and two sweet puppies, an active and adventurous lifestyle, and time relaxing by the pool.
Any words you try to live by?
Learn from the past, live in the present, and plan for the future.
Favorite thing about where you live?
Dallas/Ft. Worth is a wonderful city that offers so much opportunity, an interesting culture, and great people.
Dave’s snapshots
Meet Dave’s Teammates
Josh DeForest
Executive Managing Partner, Head of Client Delivery
What Dave Says
Josh is a phenomenal leader at Mercer Advisors! I admire his knowledge and passion for the company and how he goes above and beyond to help our team and Mercer Advisors become the best it can be as an organization.
Anna Apodaca
Partner
What Dave Says
I admire Anna’s commitment and drive to help her team grow and take excellent care of her clients. She is a thoughtful and present leader with great ideas on how we can always continue to improve as an organization.
John Mazzei
Regional Vice President
What Dave Says
John is an excellent partner at Mercer Advisors and has great ideas on how we can continue to reach new people in the community that may not be as familiar with our organization. He provides tremendous value to potential clients and is very thoughtful.
Ready to learn more?
