Ponte Vedra Beach, FL Office

Michelle Ash is a CFP® professional with 21 years of industry experience. She is currently an advisor at Mercer Global Advisors Inc., having joined the firm in 2023 after 15 years at Paragon Wealth Strategies LLC. In addition to her advisory role, she serves as a Notary Public in the State of Florida. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with strategies that include low-cost index vehicles, multi-factor tilts, and tax management.

Jennifer King is a CFP® with 23 years of industry experience and currently serves as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer in 2023, she held roles at Paragon Wealth Strategies, LLC, Bb&T Securities, LLC, Bbtis, and Bb&T Bank. Outside of her advisory work, she is the Treasurer of the Bartram Trail High School Air Force JROTC Booster Board, supporting local cadets. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and a variety of portfolio implementation strategies.

Scott Snider is a CFP® professional with 18 years of industry experience. He is currently with Mercer Global Advisors Inc. and has worked previously at firms including Paragon Wealth Strategies, Mellen Money Management, and The Huntington Investment Company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services as well as financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using a range of investment vehicles and provides additional specialized services and educational content.

Keith Huber is a financial advisor with Mercer Global Advisors Inc. in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and 34 years of industry experience. His career includes roles at Morgan Stanley and multiple positions within E*TRADE Securities and E*TRADE Capital Management before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds, along with educational content and specialized client offerings.

Joshua Broadhurst is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, alongside comprehensive financial planning and retirement consulting.

Ian Aguilar is a CFP® professional with 13 years of experience in financial advising. He is currently with Mercer Global Advisors Inc. and has previously worked at firms including Paragon Wealth Strategies, Mellen Money Management, UBS Financial Services, and Merrill. Aguilar serves as a board member of the YMCA of Nocatee. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.