Meet Sydney
Sydney is a Wealth Advisor based in the Dallas/Fort Worth, Texas area. She joined Mercer Advisors in 2024 after serving nearly two years at Fidelity Investments. Sydney earned a BBA degree from Baylor University in marketing. She is a CERTIFIED FINANCIAL PLANNER® professional.
Sydney’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, Sydney 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
- Helping new families shift financial priorities while building a strong foundation for the future
- Complexities of inherited wealth, from taxes to legacy
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
Her working style
Sydney is passionate about building relationships with her clients and helping them feel confident in their financial decisions. She values each client’s uniqueness and finds it rewarding to help simplify complex topics and make a real impact in their lives.
Sydney in real life
What keeps you busy outside of work?
I enjoy fitness and wellness activities, checking out new restaurants around the city, and shopping.
How do you give back?
I support Genesis Young Leaders, which is committed to ending domestic violence.
Why do you like working at Mercer Advisors?
After years of working in a male-dominated industry, I’m happy to be somewhere that I see women taking charge.
Sydney’s snapshots
Meet Sydney’s Teammates
Aleesha Grimes
Sr. Manager, Client Service
What Sydney Says
From mentor to teammate to friend, her guidance shaped my path, and her partnership continues to inspire me every day.
Anna Apodaca
Wealth Advisor, Director
What Sydney Says
Anna believed in me before I had the title. She opened the door to Mercer Advisors and helped me advance to being an advisor. I aspire to build client relationships with the same warmth and trust she brings to every room.
Stephanie Fernandes
Regional Vice President
What Sydney Says
From service partner to walking partner, she’s been a constant source of insight, encouragement, and drive. Her passion for problem-solving and helping clients continues to inspire me.
Samuel Hussein
Wealth Advisor
What Sydney Says
Sam and I are the power duo retiring advisors didn’t know they needed: calm closings, happy clients, and a whole lot of laughs. We have helped so many clients go through smooth transitions as things change at Mercer Advisors.
Nicole Mosley
Wealth Advisor
What Sydney Says
Because of her support and study tips, I found the confidence to pass my CFP® and the grace to serve clients better.
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