Lexie HeadCFP®, CAP®, CLU®, CPFA®, C(k)P®, ChFC®
Founder and Managing Partner
Back To Team
[email protected]
502-482-8502
Lexie co-founded Mercer Wealth Management in 2021 alongside Todd Mercer, driven by a shared commitment to building a more client-centered approach to wealth management. Their partnership began in 2014 at Merrill, where Lexie specialized in developing comprehensive financial strategies and guiding clients through each stage of their financial journey.
Lexie is a CERTIFIED FINANCIAL PLANNER™ professional and holds multiple advanced credentials, including the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Chartered Advisor in Philanthropy® (CAP®). She also holds the Certified Plan Fiduciary Advisor (CPFA®) designation and 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. Lexie maintains Series 7 and Series 66 FINRA registrations.
Her commitment to excellence has earned her national recognition. She was named to the 2024 Forbes/SHOOK Top Next Gen Wealth Advisors – Best in State and the 2025 Forbes/SHOOK Top Women Wealth Advisors lists for the state of Kentucky.
A graduate of the University of Louisville, Lexie earned her bachelor’s degree in business summa cum laude. She is a proud Delta Zeta alumna and was honored as one of the sorority’s “35 Under 35” in 2020. Lexie remains deeply engaged in her community through her involvement with the Junior League of Louisville and her previous leadership roles with the Younger Woman’s Club, Summerbridge Louisville, Brooklawn & Bellewood Ambassador Council, and Fund for the Arts NeXt Ambassador program. In 2023, she was recognized as a Louisville Business First Forty Under 40 honoree.
Lexie, her husband Brandon, and their two children, Oliver and Anna, live in Louisville’s east end. They are active members of St. Margaret Mary Catholic Church.
Lexie is a CERTIFIED FINANCIAL PLANNER™ professional and holds multiple advanced credentials, including the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Chartered Advisor in Philanthropy® (CAP®). She also holds the Certified Plan Fiduciary Advisor (CPFA®) designation and 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. Lexie maintains Series 7 and Series 66 FINRA registrations.
Her commitment to excellence has earned her national recognition. She was named to the 2024 Forbes/SHOOK Top Next Gen Wealth Advisors – Best in State and the 2025 Forbes/SHOOK Top Women Wealth Advisors lists for the state of Kentucky.
A graduate of the University of Louisville, Lexie earned her bachelor’s degree in business summa cum laude. She is a proud Delta Zeta alumna and was honored as one of the sorority’s “35 Under 35” in 2020. Lexie remains deeply engaged in her community through her involvement with the Junior League of Louisville and her previous leadership roles with the Younger Woman’s Club, Summerbridge Louisville, Brooklawn & Bellewood Ambassador Council, and Fund for the Arts NeXt Ambassador program. In 2023, she was recognized as a Louisville Business First Forty Under 40 honoree.
Lexie, her husband Brandon, and their two children, Oliver and Anna, live in Louisville’s east end. They are active members of St. Margaret Mary Catholic Church.
*Source: Top Next-Gen Wealth Advisors Best-In-State (2024) created by Forbes/SHOOK Research. Presented in August 2024 based on data gathered from 3/31/23 to 3/31/24. No fee was paid to be included in the ranking. Not indicative of advisor's future performance. Your experience may vary.
*Source: Forbes America’s Top Women Advisors (2025) created by SHOOK Research. Most recently presented Feb 2025 based on data gathered from 9/30/23 – 9/30/24. No fee was paid to be included in the ranking. Not indicative of advisor’s future performance. Your experience may vary.
*Source: Forbes America’s Top Women Advisors (2025) created by SHOOK Research. Most recently presented Feb 2025 based on data gathered from 9/30/23 – 9/30/24. No fee was paid to be included in the ranking. Not indicative of advisor’s future performance. Your experience may vary.
