Meet Kate Hyland Mercer, Certified Kingdom Advisor (CKA), located in Venice, FL
Thank you for being interested in a financial advisor with a biblical world view! I am an advisor who serves individuals, families, and business, and we have clients around the country. Whether it is wealth management and investing strategies, or comprehensive financial planning, I believe that developing strong, long-term relationships with clients is the best way to discover and successfully implement each client’s unique plan. Partnering together on your journey, we can help you navigate financial challenges and successfully build and manage wealth, including charitable giving and wealth transfer. Helping you steward the resources that God has given you from a biblical perspective is foundational to me and my team, and integrity and education are the pillars of our business practices. My years of experience span investment consulting, investment strategy and research, wealth management, business ownership and operations, real estate ownership and investing, as well as debt reduction and strategy. Below is my formal bio. Please give me a call at 941.483.3600. I look forward to meeting you!
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. Kate has her Master of Science degree and is a Certified Kingdom Advisor (CKA). Kate takes seriously the role of being a fiduciary to her clients. 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.