Ferris Wheel Finance, Inc.?
Trusted Financial Advisors in Venice, FL
Ferris Wheel Finance, Inc. is a fee-based, independent financial planning and investment advisory firm. We are compensated for the work we do for our clients, and the advice provided to them. We truly partner with our clients because we believe it is ‘their money and our expertise’ that creates a winning relationship. Integrity and education are the pillars of our business practices. Our mission is to help our clients reach their financial and lifestyle goals through the process of financial planning and investment management. We measure our results against the plan not just a ‘rate of return.’
Kate Hyland Mercer, MS
Katherine (Kate) Hyland Mercer founded Ferris Wheel Finance, Inc. as an independent financial planning and investment firm based in Venice, Florida. The firm’s goal is to help clients make wise financial decisions through highly personalized service, depth and breadth of knowledge, trust, and integrity. With over 20 years in finance, engineering, real estate investing, and entrepreneurship, Kate brings a holistic perspective to the planning and educational process of investing and wealth management. Kate continually updates her knowledge in the many facets of the financial industry including securities, insurance, taxes, real estate, and other areas that affect client portfolios.
Prior to starting her own firm, Kate was a financial advisor with Wells Fargo Advisors and previously with Edward Jones Investments. Earlier in her career, she successfully founded and operated two consulting companies. Kate’s engineering, software, and financial background allowed her to personally write the software code for the country’s first online banking application for BayBank Financial Institution (now FleetBank), as well as the first hypothetical program for variable annuities and mutual fund performance simulation for financial advisors to use at Putnam Investments. Kate has taught graduate level courses at Harvard University, Boston University, and undergraduate courses at the University of Massachusetts. She has been proud to serve on the board of directors for multiple private companies.
Associate Financial Advisor, Knoxville, TN
Jessica Shular relocated to Knoxville, Tennessee in 2020 and recently opened our first Tennessee branch in West Knoxville. She transitioned to Ferris Wheel Finance, Inc. after working with Kate at a prior company and has been with us since our inception. Jessica is an invaluable asset to the Ferris Wheel Finance, Inc. team. Her professional background includes small business accounting, consulting and customer support. As a financial advisor, Jessica’s focus is on younger investors, those earlier in their careers and often with young families. She specializes in helping these millennials learn about reducing debt, creating safety stashes for those inevitable emergencies, and how to think about retirement — even when it seems like a long way off.
Jessica’s role at Ferris Wheel Finance is quite diverse. Besides working with clients on their investment decisions, she helps guide them as they complete the process of opening new accounts with us, ensuring smooth transitions to Ferris Wheel Finance, Inc. from other firms. Jessica maintains the various support systems that the firm uses and is a key player in the financial planning component of our processes. Jessica helps facilitate the company’s financial education programs and workshops.