David Simpson

Meet David

David is a Wealth Advisor based in Bellevue, Washington. He joined Mercer Advisors in 2021 through the acquisition of Miller Advisors after serving as Portfolio Manager. In that role, he was responsible for screening investments, recommending securities, managing and implementing client portfolios, and analyzing and recommending wealth strategies. David earned a B.S. degree in finance from San Diego State University and an MBA degree, with an emphasis in finance, from Thunderbird School of Global Management. David is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Analyst®.

David’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, David has focused experience in these areas:

Concentrated stock positions that require strategic diversification and tax efficiency
Planning for retirement, from high-earning years to long-term income strategies
Switching careers while keeping your finances aligned and on track
Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
Complexities of inherited wealth, from taxes to legacy

His working style

David understands that collaboration is key to a successful partnership and that a solid financial plan can help provide reassurance during stressful times. His main goal is to help clients feel a sense of calm no matter what life brings, and he is known for being approachable, dependable, and committed to helping clients navigate complex financial decisions with confidence.