Meet Elliot
Elliot is a Sr. Wealth Advisor based in Fort Worth, Texas. He joined Mercer Advisors after serving as a Wealth Advisor at Box Financial Advisors from 2022 through 2025. Prior, he served as an advisor at Morgan Stanley for more than six years. Elliot began his financial services career in 2016 with a passion to care for people through wealth management, helping provide a path to security, reassurance, and Economic Freedom™. He is a CERTIFIED FINANCIAL PLANNER® professional and earned a B.S. degree in Financial Mathematics from Southern Oregon University.
Elliot’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, Elliot has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- Advising physicians with insurance, debt, and investment strategies
- Aligning portfolios with purpose for clients pursuing values-based investing
His working style
Elliot is known for making complex financial topics clear and approachable. He takes the time to understand not only the facts of a situation, but the underlying motivations driving it — allowing him to address deeper questions and design solutions that meet clients’ true needs. Calm, sincere, and empathetic, Elliot brings a steady, hopeful perspective as he guides clients through life’s challenges and opportunities.
Elliot in real life
What makes you tick?
Leading my wife and son to be all we were created to be.
What’s one thing you are surprisingly good at?
Outside of caring for clients, I was given a gift for leading music ministry.
What keeps you busy outside of work?
Creating memories with my family near turquoise water, riding bikes, playing in the sun, and coaching my son’s sports teams.
Meet Elliot’s Teammates
Carson Green
Client Service Specialist
What Elliot Says
Carson is calm, cool, and collected — coordinating care for my clients behind the scenes and making sure all the important client requests are addressed in a timely and professional manner. Carson and his team are the hub of the wheel!
Daniel Lime
Sr. Financial Planner
What Elliot Says
I depend on Daniel’s meticulous approach to planning to make sure that all the important nuances of my client’s situations are captured accurately. We can’t make strategic decisions without a thoughtfully crafted plan, and I’m very grateful I have Daniel to lean on to deliver excellent insights for my clients!
Ready to learn more?
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