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Mercury Financial Group Employee Directory

Financial ServicesTexas, United States51-200 Employees

Mercury Financial Group is a mid-sized, boutique financial services firm based in Dallas, Texas. It provides planning support aligned with clients' financial advisors to help families pursue their financial goals. Its Planning Specialists are credentialed consultants who contribute planning expertise and solutions. The firm partners with major Wall Street firms, family offices, RIAs, and accounting firms to broaden access to planning strategies in areas such as estate planning, estate structure, insurance, business planning, and charitable giving.

Although it operates on a national scale, Mercury maintains a boutique ethos. In 2020, Lion Street, Inc. announced the acquisition of Mercury Financial Group.

Find Mercury Financial Group employees' phone numbers or email addresses

Mercury Financial Group Global Highlights

Location
Employees

North America
29

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  • United States Of America
    29

Oceania
7

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  • Australia
    7

Asia
1

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  • Jordan
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Mercury Financial Group's Leadership

  • Vice President Planning Specialist Wealth Advisory Group at Mercury Financial Group
    N. B.
    Vice President Planning Specialist Wealth Advisory Group
    Mobile Phone
  • Director And Senior Financial Planner at Mercury Financial Group
    K. V.
    Director And Senior Financial Planner
    Mobile Phone
  • Senior Accountant at Mercury Financial Group
    J. C.
    Senior Accountant
    Mobile Phone
  • Accountant at Mercury Financial Group
    J. B.
    Accountant
    Mobile Phone
  • Planning Specialist at Mercury Financial Group
    J. H.
    Planning Specialist
    Mobile Phone

Mercury Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Accounting
  • Business
  • Finance
  • Other
  • Consultant

Contact profiles from Mercury Financial Group

Name
Title
Contact
Location
Last Update
  • Vice President Planning Specialist Wealth Advisory Group at Mercury Financial Group
    N. B.
    Vice President Planning Specialist Wealth Advisory Group
    Mobile Phone
    Oct 22, 2024
  • Director And Senior Financial Planner at Mercury Financial Group
    K. V.
    Director And Senior Financial Planner
    Mobile Phone
    Australia, New South Wales
    Aug 22, 2026
  • Senior Accountant at Mercury Financial Group
    J. C.
    Senior Accountant
    Mobile Phone
    Australia, Australian Capital Territory
    Sep 10, 2026
  • Accountant at Mercury Financial Group
    J. B.
    Accountant
    Mobile Phone
    Australia, Act
    Sep 05, 2026
  • Planning Specialist at Mercury Financial Group
    J. H.
    Planning Specialist
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Mercury Financial Group known for?

Minus sign iconPlus sign iconMercury Financial Group was founded in 2004 and operates in the Financial Services industry. You can contact Mercury Financial Group's main corporate office by phone at
+1-214-358-****
. Explore Mercury Financial Group's company overview page for more information.

What is Mercury Financial Group's most common email format?

Minus sign iconPlus sign iconMercury Financial Group employees' email format typically follows the pattern of FLast@emercury.com. Trying to find reliable and up-to-date employee contact data? Find more Mercury Financial Group email formats with LeadIQ.

How many employees does Mercury Financial Group have currently?

Minus sign iconPlus sign iconMercury Financial Group has approximately 51 employees as of July 2026. These team members are located across 4 continents, including North America, Oceania and Asia.

Who are Mercury Financial Group's key employees and leadership?

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As of July 2026, Mercury Financial Group's key employees include:

  • Vice President Planning Specialist Wealth Advisory Group: N. B.
  • Director And Senior Financial Planner: K. V.
  • Senior Accountant: J. C.
  • Accountant: J. B.
  • Planning Specialist: J. H.

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