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Richard Brad Mundy,
CFP®, CPA

Wealth Advisor

Brad began his financial services career in 2009, after spending nearly three years working in public accounting. Prior to joining Mercer Advisors, Brad worked for Kays Financial Advisory Corporation (acquired by Mercer Advisors), Fidelity Investments and AYCO, a Goldman Sachs Company. Brad’s provides financial and investment advice and comprehensive financial planning (i.e. investment planning, retirement planning, risk management, tax planning, cash flow planning and management, and estate planning). Brad earned a Bachelor of Science Degree in Accounting from Western Kentucky University. Brad is also a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant. Outside of work, Brad enjoys watching sports, playing golf and spending quality time with his wife and two sons.

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