Meet Kalita
Kalita is a Partner at Mercer Advisors and is based in Dallas, Texas. She joined the firm in 2021 through the acquisition of Quest Capital Management, where she had been President since 2010. Kalita joined Quest Capital Management in 1993 and was named Partner in 1999 before becoming President. She is a CERTIFIED FINANCIAL PLANNER® professional, Chartered Advisor in Philanthropy®, Accredited Estate Planner®, and Chartered SRI Counselor™. She holds a B.A. degree from Dartmouth College.
Kalita is passionate about working with families who wish to leave a lasting legacy for future generations. She was invited to be a part of the pilot program for the CAP designation in 2010 because of her lifelong interest in giving back to the community.
Kalita’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, Kalita has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Complexities of inherited wealth, from taxes to legacy
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Kalita has a particular passion in helping empower women to better understand their financial affairs. Whether they are divorced or widowed, Kalita understands the complex issues they face and assists clients during these difficult transitions. Kalita’s clients feel heard as they know she has faced many of these same transitions herself.
Kalita in real life
What keeps you busy outside of work?
I have many interests that keep me energized including dogs, travel, needlepointing, tennis, and entertaining at home.
How do you give back?
I have the honor of being involved in professional and civic organizations both locally and nationally. Currently I serve as a trustee of the Hockaday School, board member of the Foundation for Financial Planning and Chair of the Pegasus Foundation. Also, I co-founded the Women’s Leadership Alliance, a 501 (c)(3) that advocates for women advisors.
What’s one thing you are surprisingly good at?
Spiritual retreats.
Forbes Best-In-State Wealth Advisors 2025: The rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm evaluates best practices, such as service models, investing models, compliance records as well as revenue trends, assets under management and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings
The Forbes Top Women Wealth Advisors Best-In-State 2025: The rankings developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Kalita’s Teammates
Connor Thomas
Wealth Advisor
What Kalita Says
Together, we call ourselves “Team Awesome.”
Rob Cox
Sr. Wealth Advisor
What Kalita Says
Rob and I are proud to call ourselves part of “Team Awesome.”
Articles by Kalita
Strategic Giving: How Women Are Redefining Philanthropy
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Financial and Lifestyle Challenges of Gray Divorce
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