Tammy Mercer, CIWM, FCSI
Senior Investment Advisor, Senior Wealth Advisor
Tammy places a high priority on building and maintaining meaningful, trusted relationships in every area of her personal and professional life. This mindset has defined her as a successful leader in the financial services industry since she began her wealth management career in 1997. “Working from a foundation of trust, clients feel safe to share their most intimate thoughts, values and beliefs which allows me to truly help them achieve the personal and financial success they desire.”
During her 25 year tenure leading successful wealth management sales and service teams while working directly with clients to achieve their financial goals, she has gained an acute understanding of the unique needs facing wealth management clients today and employs innovative financial and holistic planning strategies to help build, protect, and transition the wealth clients have worked hard for.
As a family wealth management practice working with high net worth individuals including professionals, entrepreneurs, business executives, inheritors, and retirees, Tammy offers an objectives-based, client-centric approach that focuses on the personal and financial implications of her client’s expected and unexpected life transitions. By engaging the expertise of tax, legal, and other professionals in her network, she is able to provide smart solutions that include investment management, business succession, and tax efficient retirement, estate planning, and wealth transfer strategies. This comprehensive and holistic approach ensures clients experience the best financial outcome based on the priorities, lifestyle, and legacy that is important to them. “One of the most rewarding parts of my job is simplifying the complex financial situations clients face when going through various life changes. By providing tailor made, easy-to-understand solutions, clients feel confident that the decisions they are making are the right choices for their family.”
Tammy holds the Certified International Wealth Manager designation; recognized worldwide as the top credential for wealth management addressing the complex needs of affluent clients. As the global standard for strategic wealth management, the CIWM designation helps grow relationships with today's nigh net worth clients while meeting the changing needs of the financial services landscape.
As Tammy and her husband are 'empty nesters', their time is spent with family and friends, traveling and enjoying everything our beautiful city has to offer. She enjoys supporting various non-profit organizations that are dear to her heart, and volunteers her time in the community we all call home.
No matter your stage of life, Tammy would be happy to meet with you to hear your story and help build a wealth planning strategy that is right for you.