.png)
Shawn Mercer is the founder of Mercer Financial Group, bringing more than 30 years of experience in the insurance and financial services industry. Since beginning his career in 1994, Shawn has built a reputation for providing clear, client-focused guidance and helping individuals and families create secure, sustainable financial plans.
A former host of Money and Retirement Talk, Shawn has educated thousands on retirement strategies, market insights, and income planning. Today, he specializes in asset accumulation, risk management, and retirement income strategies designed to provide long-term confidence and clarity through every stage of life.
Rebecca Mercer serves as Executive Assistant at Mercer Financial Group, where she supports the firm’s leadership and helps ensure a smooth, organized experience for every client. Known for her attention to detail, clear communication, and welcoming presence, Rebecca plays a key role in coordinating schedules, preparing client materials, and keeping daily operations running efficiently.
Lisa brings over 18 years of experience in the life, annuity, and financial services industry. She specializes in analyzing annuity, life insurance, and asset-based long-term care solutions to help identify strategies that best support each client’s financial goals. Known for her expertise in product comparison and case design, Lisa helps bring the most effective options to Mercer Financial Group’s clients while simplifying complex choices so they can move forward with clarity and confidence.
With over 40 years of experience in the life insurance and financial services industry, Todd brings a wealth of expertise to help you address your diverse and complex needs. Committed to simplifying the underwriting process, Todd ensures a smooth and efficient implementation of life insurance coverage.
Todd specializes in providing multi-generational planning opportunities through Whole Life (WL), Universal Life (UL), Indexed Universal Life (IUL), Single Premium Life (SPL), and Term Life Insurance solutions. His experience also extends across a broad range of advanced financial planning strategies.
Hunter Shields is an Investment Advisor with Wealth Watch Advisors who believes financial planning is about more than numbers—it’s about values, purpose, and legacy. As a husband and father of three, Hunter brings a family-first perspective to helping clients build strategies that reflect what matters most, partnering closely with Shawn Mercer to deliver thoughtful, personalized guidance.
Hunter holds his Series 65 and insurance licenses and is currently pursuing the CFP® designation. He earned his Bachelor’s degree in Finance from the University of Texas at San Antonio and specializes in retirement income and legacy planning, helping clients enjoy their wealth while creating a meaningful impact for future generations.
James has worked in the financial services industry since graduating college and brings a strong focus on investment management, risk control, and long-term planning. He is dedicated to helping clients pursue their financial goals by managing portfolios designed to balance return objectives while reducing unnecessary risk and volatility.
James holds the CFP®, ChFC®, CLU®, and RICP® designations, reflecting advanced training across investment management, retirement income, and comprehensive financial planning. He and his wife, Abbey, enjoy spending time with their young son and making memories together at the lake.
Shawn Mercer is an Investment Adviser Representative (IAR) of Wealth Watch Advisors (“WWA”), an SEC-registered investment advisory firm. Registration with the SEC does not imply a certain level of skill or training.
Wealth Watch Advisors’ Form ADV, including Part 2A and Part 2B brochures, and other required disclosure documents are publicly available and may be accessed any time by visiting: Wealth Watch Advisors Disclosures
These documents outline WWA’s services, business practices, fees, conflicts of interest, and additional regulatory information. Mercer Financial Group is not affiliated with Wealth Watch Advisors. Shawn Mercer provides investment advisory services solely in his capacity as an Investment Adviser Representative of WWA. Any other services offered through Mercer Financial Group are separate and distinct from the advisory services offered by WWA.
.png)
Shawn Mercer is an Investment Adviser Representative of Wealth Watch Advisors (“WWA”), an SEC-registered investment advisory firm; SEC registration does not imply a certain level of skill or training. The information on this website is provided for informational and educational purposes only and does not constitute investment, legal, tax, or accounting advice, a recommendation, or an offer to buy or sell securities or advisory services in any jurisdiction where WWA is not properly registered or exempt. All investments involve risk, including possible loss of principal, and are not FDIC insured or guaranteed by any governmental agency.
Wealth Watch Advisors’ Form ADV, including Part 2A and Part 2B brochures and other required disclosures, are available upon request or at the Wealth Watch Advisors Disclosures website. Mercer Financial Group is an independent entity and is not affiliated with Wealth Watch Advisors; advisory services are provided solely through Shawn Mercer in his capacity as an Investment Adviser Representative of WWA, and any other services offered through Mercer Financial Group are separate and distinct from those advisory services.
