Kyle-Ray

Kyle Ray

Sr. Wealth Advisor

“Guided by integrity, driven by purpose — empowering families to build lasting legacies through thoughtful financial stewardship.”

Meet Kyle Ray

Kyle began his financial services career in 2019. He joined Full Sail Capital in 2021, which was acquired by Mercer Advisors in 2025. Kyle is passionate about helping families make confident, informed financial decisions through relationships built on trust, transparency, and shared values. He is motivated by the opportunity to serve as a steady, reliable partner in the moments that matter most. His path into wealth management was inspired early on by his father, a Chief Financial Officer at a bank. Watching him lead with both precision and care showed Kyle the impact of sound financial guidance. Kyle earned his BBA in finance from Dallas Baptist University.

Kyle Ray’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, Kyle Ray 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
  • Guiding clients through living in retirement with steady income and smart planning
  • Helping dentists balance personal wealth goals with the demands of running a practice

His working style

Kyle’s working style is rooted in building deep, trusting relationships with his clients. He leads with integrity, listens with intention, and partners with families to create personalized financial strategies that reflect their values and long-term goals.

Kyle Ray in real life

Favorite thing about where you live?

I love Oklahoma City because it’s the smallest big city around — where you’re only one relationship away from anyone, and newcomers are welcomed like old friends.

What keeps you busy outside of work?

Outside of work, most of my time is spent with my son Jackson, my wife Abi, and our family — they’re what keep me grounded and busy in the best way.

What makes you tick?

What drives me is a deep commitment to faith, family, and the values I was raised with. Growing up in a small town in southwest Oklahoma shaped my sense of community and instilled in me the importance of showing up for others and taking care of those around me.

Kyle Ray’s snapshots

Meet Kyle Ray’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Kyle Ray counts on — and how they work together to support you.
Kate Davidson

Kate Davidson

Sr. Client Service Specialist

What Kyle Ray Says

Kate brings exceptional care and precision to everything she does to help our clients. Her attention to detail and positive attitude makes her a joy to work with, and she plays an integral role in ensuring our advice is thoughtfully and thoroughly carried out for each client.

Tyler Grubbs

Tyler Grubbs

Sr. Wealth Advisor

What Kyle Ray Says

Tyler is someone you can trust without hesitation. His advice is always thoughtful, grounded, and in the best interest of his clients. He brings a steady hand and clear perspective to every conversation, making him an invaluable partner in helping families navigate their financial journeys.

Zac Reynolds

Zac Reynolds

Sr. Wealth Advisor

What Kyle Ray Says

Zac brings a rare combination of deep portfolio expertise and relentless work ethic to our team. He’s the kind of person who excels at everything he takes on, and clients trust him because he delivers thoughtful, high-quality guidance.

David Stanley

David Stanley

Sr. Wealth Advisor

What Kyle Ray Says

David brings unmatched experience and integrity to our team, with a depth of knowledge that has guided clients and colleagues for years. His clients are truly like family to him, and many of us owe our careers to the wisdom, mentorship, and example he’s generously shared.

Ready to learn more?