Jacob
Mercer
Here to act in your best interests
About me
I’m passionate about working with individuals to develop sound strategies that can help them accomplish their financial and retirement goals. In my spare time, I enjoy spending time with my family outdoors. I also unwind by reading and working on creative writing.
Education
Bachelor of Arts, History - Texas Tech University
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
