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Holly Gray

Sr. Wealth Advisor

CFP®

hgray@merceradvisors.com

Holly has been helping individuals grow and preserve wealth for over 20 years. Her expertise has allowed her to develop customized financial plans for clients which include areas such as retirement planning, investment management, estate planning, tax planning, and risk management. Her passion is driven by her relationships with her clients and the desire to help families plan for a successful retirement. Holly graduated with a Bachelor of Science in General Business from Missouri State University. She started her career with Heim Young & Associates in 2001 and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2012. In 2017 she became a partner of the firm where she assisted with servicing and advising clients, assisting with marketing efforts, and managerial tasks. Holly serves on the Board of Directors for Ozarks Food Harvest and is a Director with the Greene County Estate Planning Council. Holly and her husband live in Nixa, Missouri and are the proud parents of two boys. She loves camping with her family at the lake, cooking, and reading.

Springfield

1256 East Kingsley

Springfield, Missouri 65804

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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