Meet Ernie
Ernie is a Sr. Financial Planner based in Houston, Texas. He joined Mercer Advisors in 2022 after serving as an advisor at Personal Capital for nearly three years. He began his financial services career in 2006 at Fidelity Investments, where he served for more than 12 years. 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 his MBA with a focus in finance from the University of North Texas and holds a B.A. degree in Spanish literature. Ernie is a CERTIFIED FINANCIAL PLANNER® professional.
His working style
Ernie is known for forming genuine personal connections and understanding each client’s full financial picture — including their goals, concerns, and aspirations. He focuses on thoughtful problem‑solving to help clients achieve clarity, confidence, and reassurance. By clearly explaining next steps and guiding clients through decisions with care, Ernie creates an experience that feels comfortable and achievable.
Ernie in real life
How do you give back?
I volunteer with the Executive Professionals of Houston and with Bunnies on the Bayou organizations to help those in need.
What’s one thing you are surprisingly good at?
I have never met a stranger and use this ability to help connect with people of all walks of life, because understanding one another is how we grow.
Favorite thing about where you live?
I love the art museums in Houston, such as the Museum of Fine Arts and The Menil Collection, and attend exhibits religiously.
Meet Ernie’s Teammates
Monica Hernandez
Financial Planner
What Ernie Says
Mónica has a talent for making financial plans resonate with clients. She excels at translating complex issues into clear, approachable guidance.
Nick Lyons
Principal
What Ernie Says
Nick leverages his vast knowledge about being an advisor to share with other advisors. His experience is only matched by his willingness to support others. This makes all of us working with him that much more prepared.
David H. Levy
Managing Partner
What Ernie Says
David is a living testament on how dedication pays off. He gives all of us who work with him motivation to continue to pull on all cylinders to help deliver results and create happy clients.
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