Request a Meeting

Request a Meeting

Sorry, no posts matched your criteria.

Mercedes Givens

Wealth Manager

Mercedes serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.

Mercedes brings more than 15 years of experience in the financial services industry. Prior to joining Creative Planning, he worked as a wealth advisor for clients at a major regional bank. Mercedes has spent his entire career in the financial services industry and has developed a passion for helping clients achieve their goals.

Mercedes earned his Bachelor of Arts degree in Economics for Business Management from Occidental College.

Mercedes and his wife Shayne have three children – Samone and her husband Taylor, Eden and Bentley. When there is spare time, Mercedes enjoys cooking, golfing, reading, roller-skating (something he is still freakishly good at) and hanging out with his family.

*See all Creative Planning disclosures and sources.

Sorry, no posts matched your criteria.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021