Meet Hilary
Hilary is a Wealth Advisor based in Charlotte, North Carolina. She joined Mercer Advisors after serving as an advisor at The Motley Fool. Previously, she served at Modera Wealth Management, Vanguard, Merrill Lynch, and Wells Fargo Advisors. She began her wealth management career at Morgan Stanley Smith Barney in 2005. Hilary earned a B.S. degree in computer information systems from Monroe University and an MBA in finance from Strayer University, and she is a CERTIFIED FINANCIAL PLANNER® professional. She finds motivation in helping people see their financial lives clearly, have confidence in their decisions, and have a solid financial plan.
Hilary’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, Hilary 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
- Complexities of inherited wealth, from taxes to legacy
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Hilary is know for asking the right questions and then really listening — because the best financial plan is the one built around your life, not a template. She brings two decades of experience to every conversation but leads with curiosity and clarity over complexity. If you want an advisor who will tell you the truth, simplify the noise, and stay in your corner through every season, you and Hillary will work well together.
Hilary in real life
What makes you tick?
I’m driven by the moment when someone goes from confused to clear. Whether it’s a financial plan or a major life decision, I love helping people cut through the complexity and move forward with confidence. That’s what gets me up in the morning.
What is your favorite thing about Charlotte?
Charlotte has grown into a financial hub, and I love being part of that energy. The city has a sense of community, incredible food, and enough momentum that something new is always happening. Its a great place to build, both professionally and personally.
Any words you try to live by?
“Do the right thing, even when no one is watching.” I believe integrity isn’t situational — it shows up in how you treat people, how you handle their money, and how you show up every single day.
Meet Hilary’s Teammates
Kathryn Beach
Wealth Advisor
What Hilary Says
Kathryn and I both present a unified, client-first approach to help clients feel comfortable with uncertainty, and we are aligned on our commitment to them.
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