Kristen Revis

Kristen Revis

CFP®
Manager, Financial Planner

Good planning creates space for what matters. I help make confident choices so your financial life moves forward.

Meet Kristen Revis

Kristen is a Manager and Financial Planner based in Asheville, North Carolina. She joined Mercer Advisors in 2022 through the acquisition of Starks Financial Group where she served as Paraplanner. Kristen earned two concurrent degrees from Western Carolina University: a BBA with a focus in finance and a BBA with a focus in business law. She is also a CERTIFIED FINANCIAL PLANNER® professional.

Her working style

Kristen is recognized for her strong attention to detail, clear communication, and methodical approach to financial planning tasks. She takes the time to understand context, anticipate needs, and help ensure that advisors and clients have the information they need at the right time. Her working style is thoughtful and process‑driven, rooted in accuracy and follow‑through. She brings a composed, reliable presence to planning work and enjoys contributing to conversations that help move clients toward their goals.

Kristen Revis in real life

Favorite thing about where you live?

As a native, Asheville holds a special place in my heart. It has a vibrant creative energy, a strong sense of community, and a focus on sustainability — values I bring into my work in financial planning. I appreciate how the city balances growth with stewardship, much like guiding clients toward financial decisions that are both strategic and responsible. Being surrounded by the Blue Ridge Mountains and a culture that values wellness and local connections makes Asheville an inspiring place to live and work.

What keeps you busy outside of work?

Outside of work, I prioritize wellness through strength training, yoga, and outdoor time, while remaining committed to continuous learning and pursuing professional designations. Time with family and pets helps me recharge.

Why do you like working at Mercer Advisors?

What I enjoy most about working at Mercer Advisors is the shared commitment to putting clients first and the depth of expertise across the firm. The collaborative culture and focus on continuous improvement create an environment where I can learn, grow, and provide comprehensive guidance to clients.

Meet Kristen Revis’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Kristen Revis counts on — and how they work together to support you.
Jennifer Adams

Jennifer Adams

Sr. Wealth Advisor

What Kristen Revis Says

I enjoy working with Jennifer due to her collaborative approach and thoughtful guidance. Learning from her experience allows me to continuously grow while contributing to a high standard of planning for clients.

Kathryn Beach

Kathryn Beach

Wealth Advisor

What Kristen Revis Says

Working with Kathryn is energizing because of her openness to discussion and emphasis on teamwork. Her experience provides valuable learning opportunities that help me refine my skills and contribute effectively to the team.

Alan McKnight

Alan McKnight

Sr. Wealth Advisor

What Kristen Revis Says

I value working with Alan for his mentorship and collaborative style. The chance to learn from his experience and how he approaches challenges thoughtfully makes my work both meaningful and growth-oriented.

Ready to learn more?