Chris Mercer

Senior Advisor

About

Chris brings over 16 years of expertise in the financial services industry, specializing in advanced financial planning and investment management. Having worked with reputable firms such as Scottrade, TD Ameritrade, and Charles Schwab, Chris has honed a comprehensive understanding of client needs and market dynamics. Holding a degree in finance from DePaul University and having completed the financial planning program at Boston University, Chris is equipped with a robust academic foundation to complement practical experience. 

Outside of work, Chris values family time and enriching experiences with his wife and children, aged 2 and 4. He also enjoys exploring new destinations and embracing diverse cultures, having traveled to over 23 countries.

Connect with Chris

Book an introductory call with Chris to get to know one another and learn about how Lifeworks can help you achieve your financial dreams.