Meet George
George is a Regional Vice President based in the Dallas/Fort Worth area of Texas. He joined Mercer Advisors in 2024 after serving at Fisher Investments since 2018 as Portfolio Counselor and Vice President. In his current role, George educates prospective clients about Mercer Advisors to help determine whether working together is the right fit. Prior, George held positions at ACT Wealth Management, TD Ameritrade, and Merrill Lynch where he began his career in 2012. George earned a B.S. degree in political science from Arizona State University.
His working style
George helps prospective clients understand how Mercer Advisors can support their goals through an educational, collaborative approach. He emphasizes transparency and clear explanations, staying accessible and focused on making each conversation purposeful, aligned, and confidence building.
George in real life
What keeps you busy outside of work?
My wife and young son keep me busy. I also enjoy golfing, watching or attending sports, and exploring the DFW area.
Why do you like working at Mercer Advisors?
The culture is amazing. We have the opportunity to provide incredible value to our clients by being the family office for every family.
Favorite thing about where you live?
I love all the different things to do in Dallas. I’m able to find something new to do every weekend.
Meet George’s Teammates
Chandler Ferguson
Sr. Wealth Advisor
What George Says
Chandler is incredibly committed to his clients with his quick response to their communications, the amount of time he spends preparing for every meeting, and his ability to cater to a broad list of client needs. I feel confident that the clients are in great hands with every relationship that I hand over to Chandler.
Jackie Schlup Daniels
Principal
What George Says
Jackie has a robust skill set. She brings a deep breadth of knowledge and experience that helps her clients feel well taken care of. She is a great leader in our area and helps make our local team stronger to lead to better client experiences overall.
Anna Apodaca
Partner
What George Says
Anna is able to connect with all of her clients. She spends time getting to know them and their visions for their financial life. She works diligently to get the most out of all that Mercer Advisors offers for her clients and that shows by the amount of times clients refer their friends and family to her.
Carl Larimore
Partner
What George Says
Clients often describe Carl as meticulous, knowledgeable, and passionate. He’s worked with Mercer Advisors for over a decade and it’s evident by the level of standard he has set when servicing his clients.
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