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Erin Neece,
CFP®

Wealth Advisor

Erin began her career in the wealth management industry in 2005, as a portfolio analyst delivering investment solutions for high-net-worth individuals. Over time, her career pivoted to incorporate more holistic financial planning services to deliver comprehensive solutions for her clients. Prior to joining Mercer Advisors, Erin worked at Personal Capital Advisors providing technology-driven financial planning solutions for high-net-worth clients. She enjoys a highly personal, collaborative approach when working with her clients. Erin graduated from Southern Methodist University in Dallas, Texas, with a Bachelor of Business Administration in Finance and a Bachelor of Science in Economics with Finance Applications. She is a CERTIFIED FINANCIAL PLANNERTM professional. Erin and her family split their time between Boulder, Colorado, and Fort Worth, Texas, and enjoy traveling across the U.S. in their RV.

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