Bruce Harrison

Bruce believes that “Building and preserving net worth requires more than just an advisor – you need a robust team with a strong investment group, estate & tax capabilities, and an experienced financial team well versed on financial strategies that can really make a difference to clients.” Bruce’s extensive career experience spans over 30 years and includes positions at a Wall Street firm, trust company, financial planning firm, and several national banks. This experience prepared him to lead a private wealth advisory team dedicated to helping clients build, preserve, harvest, and transfer their wealth. Bruce joined Mercer Advisors in 2022 after building a successful wealth management firm in southwest Virginia that serves the unique needs of doctors, entrepreneurs, and retirees in both Virginia and across the country. As both an advisor and owner of multiple businesses, Bruce is also able to help entrepreneurs maximize the integration between their business and personal financial strategies to help increase the value of their exit and prepare for a successful retirement.