Meet Joel
Joel is a Sr. Wealth Advisor based in Austin, Texas. He joined Mercer Advisors in 2018 through the acquisition of Bell Wealth Management where he served for eight years. Joel began his career in the financial services industry in 1987, primarily managing money for bank trust companies until joining Bell Wealth Management. Joel earned his B.S. degree in finance from Valparaiso University and his MBA from Washington University in St. Louis. He is a member of the CFA Society® of Austin.
Joel’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, Joel 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
- Support for business owners, from growth and succession to liquidity events and legacy 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
Joel is known for his comprehensive approach to planning and willingness to listen and collaborate on creative solutions. If you value experience and transparency, Joel might be a good fit for you.
Joel in real life
What makes you tick?
I grew up in a small town and was raised in a large family. We were taught the value of work and service to others at a young age. I think that still drives me to give my very best to our clients.
What keeps you busy outside of work?
Austin is a great town if you like to mix it up outdoors. Getting out for a run, a ride, a swim, or a paddle is a great way to recharge.
Why do you like working at Mercer Advisors?
I enjoy working at Mercer Advisors due to the quality of people I interact with every day (clients and teammates), and the fact that we are able to provide independent and comprehensive advice to our clients.
Meet Joel’s Teammates
Jessica Rowe
Sr. Client Service Specialist
What Joel Says
Jessica is what I like to call the COO of our team, providing support in all facets of operations. She helps ensure that we deliver on our promises to clients and she does it every day with a positive energy and joy in her heart.
Zeke Aviles
Wealth Advisor
What Joel Says
Zeke and I regularly collaborate on financial planning topics such as tax and insurance for our clients. His research skills and commitment to continuous improvement make him an excellent resource. His personality and loyalty to his clients make him an asset.
Alyssa Calhoun
Principal
What Joel Says
Alyssa provides leadership for the Austin office. Her experience and collaborative approach are a great asset as we have the opportunity to share our story with more and more people in Central Texas.
Ready to learn more?
Explore More
