Mercer Treadwell

About Mercer Treadwell

As a Chartered Financial Analyst® with 25 years of experience, I specialize in serving high‑net‑worth individuals and families who require sophisticated wealth management, private wealth advisory, and strategic investment guidance. My work centers on helping clients preserve, grow, and steward significant assets with clarity, discretion, and confidence.Throughout my career—including senior roles at FinTrust Capital Advisors, SunTrust Bank, and Creative Financial Group—I have led portfolio strategies focused on institutional‑grade investment management, tax‑efficient portfolio construction, risk‑managed asset allocation, and multi‑generational wealth planning. I partner closely with clients to align investment strategy with long‑term priorities such as legacy planning, philanthropy, liquidity needs, and business or real estate interests.Clients rely on me for disciplined analysis, transparent communication, and a principled approach to financial stewardship. The verse from Luke 12:48, “From everyone to whom much was given, much will be expected,” guides the way I advise families who want a trusted professional to help protect and intentionally manage their wealth.Beyond my advisory work, I remain active in the Athens, Georgia community. I serve on the Board of The Cancer Foundation and contribute to local sports programs. My wife, Melissa, and I are raising two sons, Evan and Parrish, and our family is actively involved at Athens Church.If you’re seeking a trusted advisor who brings HNWI wealth management expertise, fiduciary responsibility, and a long‑term partnership mindset, I welcome the opportunity to connect.

Experience

1. Senior Vice President, Investment Advisor

   Wealth Enhancement

   Oct 2024 — Present · Athens, GR

   Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group.

Education

• The University of Georgia

  BBA, Accounting

Skills

• Asset Allocation
• Portfolio Management
• 401k
• Wealth Management
• Asset Management
• Retirement
• Retirement Planning
• Equities
• Fixed Income
• Pensions
• Due Diligence
• Hedge Funds
• Manager Selection
• Investment Advisory
• Fund of Funds
• Investment Strategies
• Alternative Investments
• Private Equity