Lexie HeadCFP®, CAP®, CLU®, CPFA®, C(k)P®, ChFC®
Founder and Managing Partner
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[email protected]
502-482-8502
Lexie joined Todd Mercer in founding Mercer Wealth Management in 2021 as a result of their shared desire to create a better platform for serving their clients. She had been working with Todd since 2014, when she joined Merrill, where she focused on wealth management strategies and helping clients identify and achieve their financial goals throughout the financial lifecycle.
Lexie holds a Series 7 and Series 66 FINRA registrations. Specializing in financial planning, Lexie also holds the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations and is a CERTIFIED FINANCIAL PLANNER™ professional. She obtained the Chartered Advisor in Philanthropy® (CAP®) through the American College of Financial Services. Lexie is a C(k)P® Certified 401(k) Professional in good standing with The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She also holds the Certified Plan Fiduciary Advisor (CPFA®) designation through the National Association of Plan Advisors.
Having graduated Summa Cum Laude with a bachelor’s degree in business from the University of Louisville, Lexie is a proud Delta Zeta Alumnae and was selected as one of the sorority’s 2020 “35 Under 35” recipients. She has been a member of the Junior League of Louisville since 2014. She previously served as a board member for the Younger Woman’s Club, Summerbridge Louisville, the Uspiritus (now Brooklawn & Bellewood) Ambassador Council, and as a 2019 Fund for the Arts NeXt ambassador. In 2023 Lexie was honored to be included in Louisville Business First’s Forty Under 40.
Lexie is a member of St. Margaret Mary Catholic Church. She and her husband, Brandon, live in the east end of Louisville with their son, Oliver.
Lexie holds a Series 7 and Series 66 FINRA registrations. Specializing in financial planning, Lexie also holds the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations and is a CERTIFIED FINANCIAL PLANNER™ professional. She obtained the Chartered Advisor in Philanthropy® (CAP®) through the American College of Financial Services. Lexie is a C(k)P® Certified 401(k) Professional in good standing with The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She also holds the Certified Plan Fiduciary Advisor (CPFA®) designation through the National Association of Plan Advisors.
Having graduated Summa Cum Laude with a bachelor’s degree in business from the University of Louisville, Lexie is a proud Delta Zeta Alumnae and was selected as one of the sorority’s 2020 “35 Under 35” recipients. She has been a member of the Junior League of Louisville since 2014. She previously served as a board member for the Younger Woman’s Club, Summerbridge Louisville, the Uspiritus (now Brooklawn & Bellewood) Ambassador Council, and as a 2019 Fund for the Arts NeXt ambassador. In 2023 Lexie was honored to be included in Louisville Business First’s Forty Under 40.
Lexie is a member of St. Margaret Mary Catholic Church. She and her husband, Brandon, live in the east end of Louisville with their son, Oliver.
