G. Merrick Estes, Jr.

Merrick began his wealth management career in 2000. Before joining Mercer Advisors in 2016, he worked with high-net-worth clients in various roles, including branch manager at E*Trade, investment consultant, branch manager, and retail branch network manager at TD Ameritrade, regional wholesaler at Evergreen Investments, and team leader for the Preferred Client Group.

In his current role, Merrick focuses on understanding prospective clients’ needs, discussing Mercer Advisors’ services, and helping them determine if we are a good match. He is passionate about solving problems for clients and helping them achieve Economic Freedom™.

Merrick received his bachelor’s degree in international studies, with a minor in business management, from the University of South Carolina. He holds the FINRA Series 65 license. Inspired by his grandfathers — one who had a financial plan and one who was always worried about money — Merrick aims to provide reassurance to others through financial planning.

Outside of work, Merrick enjoys supporting his children in their endeavors and traveling with his wife. He is also an avid guitar player. A native of Columbia, South Carolina, he volunteers for the Anne Springs Close Greenway and Blumenthal Arts.