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Kristen R
CFP®
Leicester, NC
Mercer Global Advisors Inc.
Kristen Revis is a CFP® professional with one year of industry experience, currently affiliated with Mercer Global Advisors Inc. She has held various roles within Mercer since 2022 and has prior experience at Starks Financial Group and Valta Inc. Outside of finance, she worked at Fantastic Sams from 2015 to 2021. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other vehicles, and offers specialized services including retirement plan consulting and charitable advisory.
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