DIRECTOR OF OPERATIONS
BUILDING CLIENT RELATIONSHIPS FROM A PAPERLESS OFFICE
In her role as Director of Operations, Mercedes provides operational efficiency and client support for the individual wealth management and financial planning groups at Gate City Advisors. Her responsibilities include keeping a keen eye on our firm budget and budgetary changes, maintaining effective and time-saving processes for client maintenance and service, and providing support with all client online access. In addition, she handles employee development, training and company growth. Starting out her financial services career in 1995, Mercedes has accrued wide-ranging operational, managerial and financial advisory experience from positions at Wells Fargo and Bank of Oak Ridge. She has been with Gate City Advisors since inception in 2012. Her favorite part of the job is helping clients cut through the fog of financial jargon to find the clarity they need to reach their retirement planning goals.
Mercedes resides in Greensboro with her teenage daughter, Isabella. Outside of the office, she can often be found enjoying live concerts, any and all sporting events with her family and friends, and walking her 10-year-old Weimaraner, Logan.
Education: BS in Business Administration, Greensboro College
Mercedes does not offer Securities or Investment Advisory Services.
Check the background of your financial professional on FINRA's BrokerCheck.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures