David Ricci

David began his career in financial services in 2012 and joined Mercer Advisors in 2023. In his role, he strives to understand prospective clients’ needs and financial pain points to determine if Mercer Advisors is a good fit for them and align them with a hand-picked advisor suited to their situation. David loves helping people solve complex financial puzzles, providing them with confidence, clarity, and reassurance as they enter the next chapter of their lives.

David’s professional experience includes being a financial consultant at Fidelity Investments and a senior financial advisor at Vanguard, where he helped craft the Vanguard Wealth Management go-to-market strategy. He has also held senior leadership positions in wealth management. Inspired by his and his wife’s personal financial background, David graduated from Colorado State University with a bachelor’s degree in economics and earned the CERTIFIED FINANCIAL PLANNER® certification.

He holds FINRA Series 7, 63, and 66 licenses. David resides in Mesa, Arizona, with his wife and their three children. Outside of the office, he coaches club soccer, participates in outdoor activities, travels with his family, and attends as many of his kids’ events as possible.