Kelly Gaur

Kelly began her career in wealth management in 2016, collaborating with clients at J.P. Morgan Private Bank and Citi in New York City. She joined Mercer Advisors in 2024, driven by a passion for delivering comprehensive family office services to ultra-high-net-worth individuals and families. Kelly particularly enjoys working with multi-generational families, helping them preserve and transition wealth through coordinated, long-term strategies.

Kelly is committed to providing objective, client-first guidance across all aspects of wealth management including tax planning, estate strategies, investments, retirement planning, and budgeting. She approaches each client relationship with a consultative mindset and a hospitable spirit, always focused on solving problems and helping families navigate their financial lives with confidence.

Kelly’s perspective is shaped by her experience as a first-generation American. Inspired by her family’s journey, she understands the importance of financial literacy and the role it plays in achieving the American Dream.

She holds a BBA from the Stephen M. Ross School of Business at the University of Michigan and a FINRA Series 66 license. Kelly also serves on the associate board of W!SE (Working in Support of Education), a New York City–based nonprofit dedicated to improving economic mobility through financial literacy and college and career readiness programs.

Originally from Michigan, Kelly now lives in New York City with her husband. She thrives in the energy of the city and lives by the motto “health is wealth,” enjoying group fitness classes and movement of all kinds. She is also an avid reader of both fiction and nonfiction.