Meet Jeff
Jeff is a Sr. Wealth Advisor based in Houston, Texas. He joined Mercer Advisors in 2007 and served as a Sr. Managing Director and member of the senior leadership team from 2013 to 2019. Prior to Mercer Advisors, he was a leading performer at Prudential Financial where he provided comprehensive financial planning and wealth management guidance to his high-net-worth clients. Jeff began his career in the wealth management industry in 1999. He is a CERTIFIED FINANCIAL PLANNER® professional and earned a B.S. degree in marketing from Texas A&M University.
Jeff’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, Jeff 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
- Guiding clients through living in retirement with steady income and smart planning
- Helping dentists balance personal wealth goals with the demands of running a practice
- Advising physicians with insurance, debt, and investment strategies
His working style
Jeff focuses on relationships first. By getting to know you and your family, he can better guide you through whatever life sends your way. With a calm, steady approach, Jeff can help you navigate decisions big and small, so you can focus on what matters most.
Jeff in real life
What keeps you busy outside of work?
My family! Family is a priority for me and with four kids there is always somewhere to be and something to do!
Any words you try to live by?
Keep God first and everything else will fall into place.
How do you give back?
I am a board member for Single Mom Scholars-Houston, and my wife and I are a mentor couple for engaged couples in our church.
Meet Jeff’s Teammates
Mychelle Malveaux
Client Service Specialist
What Jeff Says
Mychelle and I work together to help ensure our clients’ needs are met and they know we are looking out for them.
Rebekah Burns
Sr. Wealth Advisor
What Jeff Says
Becky and I partner on a number of client relationships. Sometimes two heads are better than one and I definitely feel smarter, and I think clients feel better cared for, with Becky on my team!
Donald Calcagni
Chief Investment Officer
What Jeff Says
Don has been a friend since my early days at Mercer Advisors, but he is also our CIO. Knowing the kind of person he is behind the scenes only enhances the confidence I have in how he guides our firm’s investment philosophy. With Don at the helm, we have helped clients navigate all sorts of market conditions. His consistent approach, standard of excellence, and steady hand is what I believe serves the best interest of our clients.
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