James Greer

James finds fulfillment in helping clients navigate financial planning complexities, optimizing their financial well-being, and safeguarding their life savings with the care of a trusted family member. He graduated summa cum laude from Arizona State University with a Bachelor of Science in Communication Studies and is currently pursuing his Master of Business Administration at DeVry University. Over the past 12 years, James has dedicated his expertise to serving high-net-worth individuals at The Vanguard Group. He appreciates the comprehensive approach to wealth management at Mercer Advisors, offering a more tailored and comprehensive financial planning solution as a Wealth Advisor. Beyond his professional pursuits, James is an avid golfer who cherishes staying active. Outside work, he enjoys exploring new restaurants and spending time with friends and family.