Meet Lisa
Lisa is a Wealth Advisor based in Atlanta, Georgia. Before joining Mercer Advisors in 2022, Lisa worked at Silicon Valley Capital Partners and Scharf Investments. She began her career in the financial services industry in 2012. Lisa earned her B.S. degree in mathematics and engineering science from Vanderbilt University, followed by a master’s degree in finance from Georgia State University. She is also a CERTIFIED FINANCIAL PLANNER® professional.
Lisa’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, Lisa has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Helping new families shift financial priorities while building a strong foundation for the future
- Guiding clients through living in retirement with steady income and smart planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- Guiding higher education professionals in maximizing benefits and preparing for retirement
Her working style
Lisa’s number one priority is making sure that clients feel heard. No question or concern is too small, and open dialogue is key to building a successful working relationship. Lisa is an analytical and detail-oriented person by nature.
Lisa in real life
Why do you like working at Mercer Advisors?
I am constantly in awe by not only the level of expertise that my colleagues possess but the dedication that they show their clients day in and day out. By surrounding myself with positive, driven people, I am continually challenged to be the best version of myself.
What’s one thing you are surprisingly good at?
Despite being a numbers person, I actually possess a fair number of creative talents. I love to paint, make jewelry, and take pictures. I have a whole room in our house dedicated to artistic pursuits.
What keeps you busy outside of work?
While my two daughters undeniably take up most of my free time, being a homeowner is a close second! Weekends are often spent in the yard or on DIY home projects.
Lisa’s snapshots
Meet Lisa’s Teammates
What Lisa Says
Brittany takes great pride in her work and goes above and beyond to make sure that clients’ needs are met. She’s been working in client service for many years now and is knowledgeable in so many different areas.
Cathy Miller
Partner
What Lisa Says
Cathy has been a great mentor to me, and I continue to be in awe of all that she is able to accomplish. She sets the bar high for herself and helps others meet those same standards.
Steven Elliott
Tax Director
What Lisa Says
Steve is my go-to guy when I have a tax related question. No matter how busy he is, he will make time for me and exhibits such patience and understanding!
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