Mercury Financial Group

Mercury Financial Group Employee Directory

Financial ServicesTexas, United States51-200 Employees

Mercury Financial Group is a boutique firm comprised of the best our industry has to offer.  We help our clients achieve their family’s financial dreams.  Our Planning Specialists work closely with the client’s Financial Advisor to help ensure these dreams are achieved.  Our Specialists are elite, credentialed consultants who lead the industry in planning expertise and solutions.  

Mercury works and partners with the major Wall Street based firms as well as Family Offices, RIA’s & accounting firms.  By partnering with Mercury Financial Group, advisors access an array of sophisticated planning strategies via our elite Planning Specialists.  We significantly increase value in key areas of wealth management such as estate planning, estate structure, insurance, business planning and charitable giving.

Though we are national in scope, we remain boutique at heart.

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. Mercury Financial Group is not affiliated with The Leaders Group, Inc.

Find Mercury Financial Group employees' phone numbers or email addresses

Mercury Financial Group Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

Oceania
5

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  • Australia
    5

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

  • Stylized image of a person
    A. V.
    Vice President, Planning Specialist, Wealth Advisory Group
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    M. J. D.
    Vice President, Planning Specialist, Wealth Advisory Group
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  • Stylized image of a person
    G. W.
    Vice President
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    K. V.
    Director And Senior Financial Planner
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    S. M.
    Executive Director Corporate Sales
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    J. C.
    Senior Accountant
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    J. P.
    Internal Sales Consultant
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  • Stylized image of a person
    J. R.
    Insurance Specialist
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Contact profiles from Mercury Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. V.
    Vice President, Planning Specialist, Wealth Advisory Group
    Phone icon
    United StatesConnecticut
    Jul 19, 2025
  • Stylized image of a person
    M. J. D.
    Vice President, Planning Specialist, Wealth Advisory Group
    Phone icon
    United StatesNew York
    Oct 19, 2025
  • Stylized image of a person
    G. W.
    Vice President
    Phone icon
    United StatesMinnesota
    Oct 17, 2024
  • Stylized image of a person
    K. V.
    Director And Senior Financial Planner
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    AustraliaNew South Wales
    Oct 19, 2025
  • Stylized image of a person
    S. M.
    Executive Director Corporate Sales
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    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    J. C.
    Senior Accountant
    Phone icon
    AustraliaAustralian Capital Territory
    Aug 10, 2025
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    J. P.
    Internal Sales Consultant
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    United StatesTexas
    Aug 13, 2025
  • Stylized image of a person
    J. R.
    Insurance Specialist
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    United StatesMississippi
    Sep 09, 2025
  • Stylized image of a person
    V. R.
    New Business Coordinator/Medical Records Coordinator
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    United StatesTexas
    Oct 19, 2025
  • Stylized image of a person
    L. P.
    Long Term Care Specialst
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    Oct 25, 2025

Frequently Asked Questions

What is Mercury Financial Group known for?

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Mercury Financial Group was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 1445 Ross Avenue, Suite 4600 Dallas, TX 75202 US; you can contact the main corporate office by phone at . Explore Mercury Financial Group's company overview page for more information.

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

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Mercury Financial Group employees' email format typically follows the pattern of . 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?

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Mercury Financial Group has approximately 51 employees as of December 2020. These team members are located across 4 continents, including North AmericaOceaniaAsia.

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

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As of December 2020, Mercury Financial Group's key employees include:

  • Vice President, Planning Specialist, Wealth Advisory Group: A. V.
  • Vice President, Planning Specialist, Wealth Advisory Group: M. J. D.
  • Vice President: G. W.
  • Director And Senior Financial Planner: K. V.
  • Executive Director Corporate Sales: S. M.

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