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Gail M

Series 63, Series 65

Naples, FL

OneSeven

Gail Mercer is a financial advisor at OneSeven with 30 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes 19 years at Raymond James Financial Services, Inc. and 14 years at Raymond James Financial. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is primarily long-term focused and utilizes diversified portfolios with access to alternatives and private placements, offering both discretionary and non-discretionary arrangements.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Neil G

Series 63, Series 65

Naples, FL

OneSeven

Neil Garrison is a financial advisor at OneSeven with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously led Garrison Financial LLC for 12 years before joining OneSeven in 2023. He also worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. for 14 years. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach with diversified portfolios that include mutual funds, ETFs, individual securities, and access to alternatives. The firm utilizes both discretionary and non-discretionary arrangements and leverages third-party platforms and independent managers to implement strategies.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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