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James Roundy

Associate Wealth Advisor

CFP®

jroundy@merceradvisors.com

James began his career in the financial industry in 2018. Prior to joining Mercer Advisors, he worked as a financial planning associate while earning his CERTIFIED FINANCIAL PLANNER™ professional designation in October 2020. James earned his Bachelor’s degree in Economics in 2010 from the University of Idaho. His aspirations include serving clients using his comprehensive understanding of financial planning tools, problem-solving and strategic planning.

After college, James received extensive training in concierge services in the hospitality business. For three years he lived in Korea teaching English to elementary students before returning to the United States. James was raised in Spokane, Washington. He loves spending time with his wife and young daughter enjoying the natural beauty of the Northwest.

Portland-South

12455 SW 68th Avenue

Portland, Oregon 97223

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