Meet Frances
Frances is a Sr. Wealth Advisor and Director based in Bellevue, Washington. She oversees services for existing clients and welcomes new clients across the state of Washington. She joined Mercer Advisors in 2014 after serving nearly four years as an Analyst at Ross, Sinclaire & Associates. Frances graduated magna cum laude with a degree in economics from The Ohio State University. She is a CERTIFIED FINANCIAL PLANNER® professional and Chartered SRI Counselor™.
Frances’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, Frances has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- Advising tech professionals, including clients at Nvidia, Apple, Meta, Google, Tesla, and Amazon.
- Aligning portfolios with purpose for clients pursuing values-based investing
Her working style
Frances starts by learning what’s most important to her clients and builds a plan around their goals. She keeps everything organized so her client’s financial plan stays in sync with the many moving parts of life. She enjoys creating long-term relationships and supporting clients through different life stages.
Frances in real life
What keeps you busy outside of work?
When I’m not helping clients navigate their financial journeys, you’ll likely find me chasing adventure in the Pacific Northwest — whether that’s skiing down snowy slopes, paddleboarding on a quiet lake, or trail running through the woods with my dog, Wylie.
Any words you try to live by?
When I was young, my grandmother showed me a marble she had etched with the golden rule: “Do unto others as you would have them do unto you.” She has since passed but I have that marble at home and try to live by it every day.
Why do you like working at Mercer Advisors?
I have been at Mercer Advisors since 2014 and have found a home here. The firm is always focused on our quadruple botttom line: our clients, our employees, our shareholders, and our community.
Frances’s snapshots
Meet Frances’s Teammates
Carrie Beede
Sr. Financial Planner
What Frances Says
Carrie is instrumental in being able to dig into complex financial planning strategies while also keeping clients accountable toward their goals. It is an honor to serve clients alongside her!
Karrie Spencer
Managing Director
What Frances Says
Karrie has been an invaluable resource for me and for our clients. She provides guidance and is always advocating for our clients and for our team!
Mary Hamshou
Sr. Manager, Client Service
What Frances Says
Mary is devoted to making sure our clients receive high quality service both through working with them directly as well as through her training and support to our client service specialists in the Pacific Northwest.
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