Mercedes Givens

Mercedes Givens, CFP®, serves as a Partner and Private Wealth Manager at Creative Planning since June 2020, where responsibilities include managing and growing a substantial book of business through strategic relationship building. Previously, Givens held the role of Consultant at PHD. Retirement Consulting and Wealth Adviser at Bank of Blue Valley, contributing to the establishment of a Registered Investment Advisor firm. Givens has a diverse background in wealth management, including positions at U.S. Bank, North American Savings Bank, Aureus Group, Wells Fargo, and the Federal Reserve Bank of Kansas City. Educational qualifications include a Bachelor’s degree in Economics for Business Management from Occidental College and early studies in Business at Kansas City Kansas Community College.