Meet David
As a Sr. Wealth Advisor at Mercer Advisors, David brings a deep commitment to fiduciary responsibility shaped by early summers working alongside his father in a large trust department. He gets his energy from people and loves helping them understand their unique financial situations in terms they can relate to. In 2025, Mercer Advisors acquired Full Sail Capital, the firm David co-founded in 2018 with Scott Cravens and Zac Reynolds. David earned his bachelor’s degree in business administration with a concentration in finance from the University of North Texas in 1989. In 1994, he graduated from the Graduate Trust School at Northwestern University. He is also a certified trust and financial advisor (CTFA®) and holds the Series 65 securities license.
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:
- Complexities of inherited wealth, from taxes to legacy
- Guiding clients through living in retirement with steady income and smart planning
- Supporting professional investors with full-service planning and private market access
- Family businesses navigating succession, liquidity, and legacy goals
- Life changes after the loss of a spouse, from estate transitions to long-term planning
His working style
David is known for his deep relationships with his clients where he is able to connect quickly with people in a way that creates trust. He believes you do a better job for clients if they are someone you care about.
David in real life
What makes you tick?
I am motivated by my faith and my family.
Any words you try to live by?
There is nothing more important in this world than having a good name.
Favorite thing about where you live?
I love Oklahoma City! The way we treat and help each other has been referred to nationally as the Oklahoma Standard.
David’s snapshots
Meet David’s Teammates
Jordan Dean
Wealth Advisor
What David Says
Jordan combines outstanding customer service skills with the ability to connect with clients. She loves her work and makes it fun for all of us.
Katherine Vanlandingham
Director, Operations
What David Says
There is no problem Kat cannot fix or is too complex for her to figure it out.
Kyle Ray
Sr. Wealth Advisor
What David Says
Kyle has an incredible drive to succeed and help others. He is a living moral compass, bringing integrity to every client interaction!
Tyler Grubbs
Sr. Wealth Advisor
What David Says
I have never worked with anyone with a better team attitude than Tyler. He wants to be a solution everywhere he goes.
Max Rhodes
Sr. Wealth Advisor
What David Says
One word sums up this person. Credibility… He is truly a trusted advisor to his clients.
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