Meet Jesse
Jesse is a Wealth Advisor based in Franklin, Tennessee. He joined Mercer Advisors in 2017 after serving as Director and Client Advisor at Freestone Capital Management for six years. Prior, he spent more than two years at JPMorgan Chase. Jesse is a CERTIFIED FINANCIAL PLANNER® professional and earned a B.S. degree in business administration from San Diego State University.
Jesse’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, Jesse has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
His working style
Jesse’s passion is working with clients to help them achieve their personal and financial goals. He takes great care in listening to each client so that he can guide them through each step of the process with diligence and integrity.
Jesse in real life
What keeps you busy outside of work?
I love spending time with my wife and three kids, and spending time outside any chance I get.
Any words you try to live by?
“Whatever your hand finds to do, do it with all your might.”
Why do you like working at Mercer Advisors?
Mercer Advisors puts the needs of the client first.
Meet Jesse’s Teammates
Lisa Butler
Manager, Client Service
What Jesse Says
Lisa is fantastic at making sure we accomplish each goal for the client in a timely manner. She is extremely detail-oriented and always works with urgency.
Steven Elliott
Tax Director
What Jesse Says
Steven’s tax knowledge is exceptional. He is very generous with his time and always goes the extra mile to help ensure our clients are well taken care of.
Adam Lee
Sr. Vice President
What Jesse Says
Adam is an excellent listener, and he does a fantastic job of communicating the value of Mercer Advisors to prospective clients.
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