Mercer Advisors Expands Executive Ranks with the Promotion of 4 Managing Directors

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Susan Travis to lead rapidly growing Central South region; Kevin Jack, Josh DeForest, and Matt Cook also recently moved into Managing Director roles

One of the hallmarks of Mercer Advisor’s culture is our focus on growth and promoting from within, opening up dynamic career paths for future firm leaders, particularly from the many acquisitions we have made.

Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced the promotion of 4 Managing Directors, including the most recent appointment of Susan Travis to lead the rapidly growing Central South region.

Mercer Advisors’ presence in Texas, Oklahoma, Arkansas, and Louisiana has grown dramatically since the acquisition of Houston, TX-based Kanaly Trust in 2016, from which Travis joined the firm. In this new role, Travis will oversee teams in Houston, Dallas, Austin, and New Orleans offices entrusted with approximately $3.5 billion in assets.

“Susan has been an exemplary leader in building out our presence in Texas and neighboring states,” said Josh Gustafson, Head of Client Service. “This region is a key strategic growth area for Mercer Advisors, and I am thrilled to see the career progression she has made as one of the founding members of our team from the Kanaly Trust acquisition.”

Travis began her wealth management career in Trust Administration for Bank of New England (now part of Bank of America) and held management positions at First Security Trust Company and PremierBank & Trust before joining Kanaly Trust in 1997. Travis then joined Mercer Advisors as a Wealth Management advisor after the integration of Kanaly Trust into Mercer Advisors and was quickly promoted to office and regional leadership positions before her most recent elevation to the Senior Leadership Team as a Managing Director. Travis holds a Bachelor of Arts degree in English from the State University of New York College at Potsdam, as well as the Accredited Estate Planner (AEP®), CERTIFIED FINANCIAL PLANNER™ (CFP®), and Certified Trust and Financial Advisor designations (CTFA). Travis sits on the Board of Directors for the National Association of Estate Planners and Councils (NAEPC) and chairs the Diversity, Equity and Inclusion Committee for NAEPC.

The Managing Director role at Mercer Advisors is a key leadership role that leads local advisory teams in a region and serves as a member of the firm’s Senior Leadership Team. Also recently joining Travis in this Managing Director (MD) role is Kevin Jack, MD in the Southwest Region, Matt Cook as MD in the Los Angeles and Central California Region, and Josh Deforest as MD in the Pacific Northwest.

“One of the hallmarks of Mercer Advisor’s culture is our focus on growth and promoting from within, opening up dynamic career paths for future firm leaders, particularly from the many acquisitions we have made.” noted Welling. “Congratulations to Susan, Kevin, Matt, and Josh in their new leadership positions and we couldn’t be prouder of their efforts in leading Mercer Advisors’ growth strategy going forward.”

About Mercer Advisors
Established in 1985, Mercer Global Advisors Inc. (“Mercer Advisors”) is a full-service wealth management firm that specializes in providing investment advice, financial and estate planning, and taxes, and corporate trustee and trust administration services. It is one of the largest Registered Investment Advisers and financial planning firms in the U.S. with over $28 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has approximately 525 employees, and operates nationally across the country with 45+ locations. Mercer Advisors, Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s). More information about MAIS and our Strategic Partners may be found in our Form ADV 2A. Visit us at

Data as of March 31, 2021and includes affiliates and wholly owned subsidiaries announced to date.

Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through its affiliation with Advanced Services Law Group, Inc.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Timothy Welsh
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