Ernest Neeley

Ernie began his career in wealth management in 2006 at Fidelity Investments, where he provided guidance and expertise to retirement plan participants. Over time, his career evolved to include more comprehensive financial planning, allowing him to deliver holistic solutions tailored to his clients’ needs. Prior to joining Mercer Advisors in 2022, Ernie served clients at USAA and Personal Capital.

In his current role, Ernie helps build financial plans and addresses a wide range of planning questions. He values long-term relationships and is passionate about helping clients reach their financial goals with clarity and confidence.

Encouraged by his parents to use his skills to help others, Ernie pursued a career in financial planning. He earned an MBA with a focus in finance from the University of North Texas and holds a Bachelor of Arts in Spanish Literature. Ernie is a CERTIFIED FINANCIAL PLANNER® Professional.

Outside of work, Ernie and his husband enjoy traveling and walking their two dogs. He is active in the community, volunteering with the Executive and Professional Association of Houston (EPAH) to support fundraising efforts. Ernie is fluent in Spanish.