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Gloria B

Series 63, Series 65

Wichita Falls, TX

Mercantile Investment Advisors

Gloria Bohannon is a financial advisor at Mercantile Investment Advisors with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mercantile Advisors I, LLC since 2012. Mercantile Investment Advisors offers investment management and advisory services to individuals, families, retirement accounts, trusts, foundations, and institutional clients. The firm manages discretionary portfolios using a range of securities and employs both fundamental and technical analysis to tailor portfolios to client needs.

General retirement planning Wealth management Tax-loss harvesting
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Jessica H

Series 65

Wichita Falls, TX

Mercantile Investment Advisors

Jessica Hatcher is a financial advisor at Mercantile Investment Advisors with a Series 65 designation and two years of industry experience. Prior to her current role, she worked at Herbert R. Smith & Company and held positions in construction and media companies. Mercantile Investment Advisors provides discretionary investment management to individuals, including high-net-worth households, and institutional clients. The firm uses a mix of fundamental and technical analysis to tailor portfolios across various account types, managing accounts on a discretionary basis with regular documented reviews.

General retirement planning Wealth management Tax-loss harvesting
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