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When can you enjoy everything you’ve worked for?
Welcome to a different kind of wealth management in Tampa
We get you to think about money like you’ve never thought about it before
Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.
Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.
We’re built differently
Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio
Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.
Put simply, we help oversee and connect all the dots of your financial life.
Meet our talented wealth advisors in the Tampa area
They’re here to help you connect all your financial dots
Ryan Frankel
Wealth Advisor
Ryan Frankel
Wealth Advisor
Ryan enjoys helping families find ways to further enrich their lives through financial planning. He uses his knowledge as a CERTIFIED FINANCIAL PLANNER™ professional to help his clients through all facets of their financial planning journey, helping them to feel comfortable knowing their finances are in order. Ryan has a broad background in finance, banking, mortgages, and investments. He joins Mercer Advisors from a boutique wealth management firm, having previously worked for JP Morgan Chase and Morgan Stanley. Ryan was born and raised in Florida and is a graduate of the University of South Florida. He spends leisure time either boating, or at the beach with his wife, Stephanie, and son, Jax.
Brett Sperin
Regional Vice President
Brett Sperin
Regional Vice President
Brett is a registered investment adviser representative committed to assisting individuals in realizing their financial aspirations. He has more than a decade of expertise in financial services after graduating from State University of New York at Farmingdale. Brett spent 4 1/2 years at Personal Capital, an Empower company, before joining Mercer Advisors. He excels in providing comprehensive wealth planning, emphasizing a holistic approach for his clients. Brett lives in Sarasota, Florida with his wife and three boys. He enjoys boating, traveling, and hiking in the wilderness.
Helen Shingler
Sr. Manager, Client Service
Helen Shingler
Sr. Manager, Client Service
We’ll team you up
with one of our talented wealth advisors who’ll help you connect all your financial dots
We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.
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Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.