What departments does Mercury Financial Group have?

Mercury Financial Group has employees across 2 departments including Finance, Accounting.

What is the largest department at Mercury Financial Group?

The largest department at Mercury Financial Group is Accounting with 2 employees.

Where are Mercury Financial Group employees located globally?

Mercury Financial Group has employees across 4 continents and 4 countries including Jordan, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Australia.

How has Mercury Financial Group's team size changed over time?

Mercury Financial Group's team has decreased from approximately 22 to 21 employees based on available data.

Learn more at LeadIQ.com

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.

Mercury Financial Group Global Highlights

North America
29

United States Of America
29

Oceania
7

Australia
7

Asia
1

Jordan
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Mercury Financial Group's Leadership

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

Mercury Financial Group Employee Metrics

100%

50%

2026

2025

Banking
Sales
Accounting
Business
Finance
Other
Consultant

Contact profiles from Mercury Financial Group

Name

Title

Contact

Location

Last Update

N. B.
Vice President Planning Specialist Wealth Advisory Group
Mobile Phone
Email
Oct 22, 2024
K. V.
Director And Senior Financial Planner
Mobile Phone
Email
AustraliaNew South Wales
May 29, 2026
J. C.
Senior Accountant
Mobile Phone
Email
AustraliaAustralian Capital Territory
May 30, 2026
J. B.
Accountant
Mobile Phone
Email
AustraliaAct
Jul 01, 2026
J. H.
Planning Specialist
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Mercury Financial Group known for?

Mercury Financial Group was founded in 2004 operates in the Financial Services industry; you can contact the 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?

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?

Mercury Financial Group has approximately 51 employees as of July 2026. These team members are located across 4 continents, including North AmericaOceaniaAsia.

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

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.

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.

Mercury Financial Group Employee Directory

Find Mercury Financial Group employees' phone numbers or email addresses

Name search is limited — try advanced search instead