LeadIQ logo
Learn more at LeadIQ.com

Mercer Advisors, Formerly Lake Point Advisory Group Employee Directory

Financial ServicesTexas, United States2-10 Employees

Mercer Advisors, formerly Lake Point Advisory Group, operates in the financial services sector with a focus on personalized financial guidance. The firm emphasizes customized planning and ongoing wealth management, aiming to support clients in retirement planning, legacy preservation, and managing current and future wealth through attentive service rooted in integrity and expertise.
Based in Rockwall, Texas, the firm serves individuals seeking comprehensive financial guidance and is positioned as part of a broader national advisor network following its acquisition by Mercer Advisors in October 2021. The organization operates with a small team, delivering professional advisory services to clients in the Dallas–Fort Worth area and surrounding markets.

Find Mercer Advisors, Formerly Lake Point Advisory Group employees' phone numbers or email addresses

Mercer Advisors, Formerly Lake Point Advisory Group Global Highlights

Location
Employees

North America
24

Minus sign iconPlus sign icon
  • United States Of America
    23
  • Canada
    1

Mercer Advisors, Formerly Lake Point Advisory Group's Leadership

  • Stylized image of a person
    C. W.
    Communications Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. H.
    Quality & Safety Manager At Chick-Fil-A
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. O.
    Investment Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. E.
    Licensed Realtor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. G.
    Client Relations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. E.
    Realtor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. T.
    Realtor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. L.
    Marketing
    Phone icon
    Mobile Phone

Mercer Advisors, Formerly Lake Point Advisory Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Mercer Advisors, Formerly Lake Point Advisory Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. W.
    Communications Manager
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Oct 20, 2025
  • Stylized image of a person
    N. H.
    Quality & Safety Manager At Chick-Fil-A
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Aug 01, 2025
  • Stylized image of a person
    R. O.
    Investment Advisor
    Phone icon
    Mobile Phone
    United StatesUtah
    Nov 14, 2025
  • Stylized image of a person
    P. E.
    Licensed Realtor
    Phone icon
    Mobile Phone
    Sep 11, 2025
  • Stylized image of a person
    A. G.
    Client Relations
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 08, 2024
  • Stylized image of a person
    A. E.
    Realtor
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    K. T.
    Realtor
    Phone icon
    Mobile Phone
    Dec 25, 2023
  • Stylized image of a person
    M. L.
    Marketing
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 23, 2025
  • Stylized image of a person
    P. S.
    Qualifying Broker
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 09, 2023
  • Stylized image of a person
    T. H.
    Realtor
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is Mercer Advisors, Formerly Lake Point Advisory Group known for?

Minus sign iconPlus sign iconMercer Advisors, Formerly Lake Point Advisory Group was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 1 Horizon Court Suite a Rockwall, Texas 75032 United States; you can contact the main corporate office by phone at
+1-214-771-****
. Explore Mercer Advisors, Formerly Lake Point Advisory Group's company overview page for more information.

What is Mercer Advisors, Formerly Lake Point Advisory Group's most common email format?

Minus sign iconPlus sign iconMercer Advisors, Formerly Lake Point Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Mercer Advisors, Formerly Lake Point Advisory Group email formats with LeadIQ.

How many employees does Mercer Advisors, Formerly Lake Point Advisory Group have currently?

Minus sign iconPlus sign iconMercer Advisors, Formerly Lake Point Advisory Group has approximately 7 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Mercer Advisors, Formerly Lake Point Advisory Group's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Mercer Advisors, Formerly Lake Point Advisory Group's key employees include:

  • Communications Manager: C. W.
  • Quality & Safety Manager At Chick-Fil-A: N. H.
  • Investment Advisor: R. O.
  • Licensed Realtor: P. E.
  • Client Relations: A. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.