Tampa, FL North West Shore Blvd. Office

Team
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Mercer Global Advisors Inc.

Enterprise

Firm-wide stats for Mercer Global Advisors Inc.

Total advisors

742

Across 248 offices

Clients per advisor

47 Low

Avg AUM per client

$2,214,259 Very High

HNW client ratio

53% Very High

About

Mercer Global Advisors serves individuals and families as well as small business owners, plan sponsors, foundations, non-profits, and endowments, providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement and estate planning and family office services. The firm delivers retirement plan consulting, charitable and non-profit advisory, and other specialized services through client agreements and custodial/clearing arrangements.

The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing. Portfolios are implemented using a mix of low-cost ETFs and index funds, separate account managers, direct indexing, and, where suitable, interval and private funds via platforms such as Orion; Mercer also offers packaged programs (Market Series, Multifactor Series, Income Series) and tax-management options.

Mercer publishes client education content and audio programming (podcasts) and runs firm-wide events and initiatives (for example, an InvestHERs summit sponsored by Dimensional Fund Advisors and internal Academies/National Symposiums), a capability that is less common among large enterprise advisers. The firm also integrates affiliated service lines and platforms — including Mercer Advisors Tax Services (MATS), Mercer Advisors Private Asset Management and the Aspen Partners private‑fund platform, affiliated insurance and broker‑dealer entities, an attorney‑led estate planning option (ASLG), and a Wellthy caregiving concierge offering for qualifying clients — and runs an active acquisition strategy to onboard advisor teams and legacy client programs.

Based on Mercer Global Advisors Inc.

Expertise

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

Based on Mercer Global Advisors Inc.

Occupation focus

Founder/Business Owner Executive Retired

Based on Mercer Global Advisors Inc.

Demographic focus

Women Professionals Established Professionals

Based on Mercer Global Advisors Inc.

Location

2202 North West Shore Blvd., Suite 200

Tampa FL 33607

Advisors at this office

4

Advisors at this office

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Nicholas S

CFP®, Series 66

Tampa, FL

Mercer Global Advisors Inc.

Nicholas Semko is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Tampa, FL. He has been with Mercer Global Advisors since 2014. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management where appropriate.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
user avatar

Brett S

Series 66

Tampa, FL

Mercer Global Advisors Inc.

Brett Sperin is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Empower Advisory Group, Personal Capital, Fisher Investments, and E*Trade Securities. 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 employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers various implementation options alongside financial planning, retirement plan consulting, tax planning, and estate-planning coordination.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Meghan D

CFP®, ChFC®, Series 63, Series 65

Tampa, FL

Mercer Global Advisors Inc.

Meghan Doherty is a financial advisor at Mercer Global Advisors Inc. in Tampa, FL, with 25 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at Mai Capital Management, Nationwide Securities, and ICMA Retirement Corporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and specialized investment programs.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
user avatar

Camille M

Series 65

Tampa, FL

Mercer Global Advisors Inc.

Camille Mc Calla is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. in Tampa, FL, with two years of industry experience. Her prior experience includes roles at Concord Advisory Group and Norrep Capital Management Ltd. She is also a part-owner and manager of a rental property management company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other vehicles, complemented by educational content and a range of integrated affiliated services.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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