GreenUp Wealth
Kelly Mercer is an accomplished financial professional with extensive experience in wealth management and mortgage services. Currently serving as Vice President and Wealth Advisor at GreenUp Wealth since January 2024, Kelly has previously held positions such as Loan Originator at Gateway Mortgage and Mortgage Consultant at Wyndham Capital Mortgage. Additional experience includes working as a Mortgage Loan Officer at Farmers Bank of Kansas City and as a Producer at Lockton Companies. Kelly's earlier career includes roles as Critical Care Territory Manager and Acute Care Territory Manager at Verathon Inc., where responsibilities encompassed representing medical technologies. Kelly began the career trajectory as a Target Market Sales Consultant at Digix Inc, focusing on office automation. Educational qualifications include a degree in Business Administration with specializations in International Business and Spanish from Saint Louis University.
GreenUp Wealth
The GreenUp personalized approach offers you customized investment management, financial planning tailored to your unique goals, income strategies to meet your long-term objectives, tax planning, legacy and estate planning, risk management reviews and digital tools to track your progress.