Katy Carr

Meet Katy

Katy is a Wealth Advisor based in Portsmouth, New Hampshire. She joined Mercer Advisors in 2026 through the acquisition of Charter Oak Capital Management, where she served as Sr. Associate Advisor and Behavior Coaching Lead. Before that, she served at York Investment Partners as Vice President and at Wells Fargo Advisors as Sr. Registered Client Associate. Katy began her financial services career in 2001. She is a Financial Paraplanner Qualified Professional™ and earned a B.A. degree from the University of Maine. Katy finds motivation in being a catalyst for financial clarity in people’s lives.

Katy’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, Katy has focused experience in these areas:

Planning for retirement, from high-earning years to long-term income strategies
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
Navigating the financial realities of chronic illness with long-term, adaptive strategies

Her working style

Katy is a thinking partner for helping guide clients through life’s financial transitions. She focuses on education so each client understands and can make thoughtful and educated decisions.

Katy in real life

How do you give back?

I have been a volunteer with Make-A-Wish of Maine for the past few decades. Ever since Make-a-Wish touched our family years ago when my sister was a child, I have been involved. I was a wish granter in years past and continue to raise money for Maine wish kids. I also volunteer with our local sailing club, Agamenticus Yacht Club. My three children have enjoyed being participants and coaches in the sailing program.

Favorite thing about where you live?

I thoroughly enjoy where we live in York, Maine — going to the beach, boating, and experiencing all things on the coast. I love to walk my black Labrador Retriever, Casco, down to the beach in the evenings.

What keeps you busy outside of work?

My family, kids, and dog, Casco. I also love traveling through New England to see my kids’ baseball, lacrosse, and ice hockey games.

Katy’s snapshots

Career highlights

Joined Mercer Advisors through the acquisition of Charter Oak Capital Management
Served at Charter Oak Capital Management for 10 years
Served at York Investment Partners for three years
Served at Wells Fargo Advisors for more than 12 years