Lexie HeadCFP®, CAP®, CLU®, CPFA®, C(k)P®, ChFC®
Founder and Managing Partner
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[email protected]
502-482-8502
Lexie is the co-founder of Mercer Wealth Management, established in 2021 alongside Todd Mercer with a shared vision to redefine the client experience through a highly personalized, relationship-driven approach to wealth management. Their partnership began in 2014 at Merrill, where Lexie distinguished herself in crafting sophisticated financial strategies and advising clients across every phase of their financial lives.
A CERTIFIED FINANCIAL PLANNER™ professional, Lexie holds an exceptional suite of advanced designations, including Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Chartered Advisor in Philanthropy® (CAP®), and Certified Plan Fiduciary Advisor (CPFA®). She is also a C(k)P® Certified 401(k) Professional through The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education, and maintains Series 7 and Series 66 FINRA registrations.
Lexie’s expertise and leadership have earned her national recognition, including Forbes/SHOOK Top Next Gen Wealth Advisors – Best in State (2024, 2025) and Forbes/SHOOK Top Women Wealth Advisors (2025, 2026) for Kentucky. In 2026, she was named a finalist for AdvisorHub’s Women to Watch. She is a regular contributor of insights to InvestmentNews.
A summa cum laude graduate of the University of Louisville, Lexie holds a bachelor’s degree in business. She is a proud Delta Zeta alumna, recognized among the organization’s “35 Under 35,” and remains deeply engaged in her community. Her involvement includes leadership and service with the Junior League of Louisville and other philanthropic initiatives, reflecting her commitment to meaningful impact beyond her practice. She is a 2023 Louisville Business First Forty Under 40 honoree and a member of Leadership Louisville’s 2026 Alice Houston Women’s Leadership Program.
Lexie resides in Louisville with her husband, Brandon, and their two children. They are active members of St. Margaret Mary Catholic Church.
A CERTIFIED FINANCIAL PLANNER™ professional, Lexie holds an exceptional suite of advanced designations, including Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Chartered Advisor in Philanthropy® (CAP®), and Certified Plan Fiduciary Advisor (CPFA®). She is also a C(k)P® Certified 401(k) Professional through The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education, and maintains Series 7 and Series 66 FINRA registrations.
Lexie’s expertise and leadership have earned her national recognition, including Forbes/SHOOK Top Next Gen Wealth Advisors – Best in State (2024, 2025) and Forbes/SHOOK Top Women Wealth Advisors (2025, 2026) for Kentucky. In 2026, she was named a finalist for AdvisorHub’s Women to Watch. She is a regular contributor of insights to InvestmentNews.
A summa cum laude graduate of the University of Louisville, Lexie holds a bachelor’s degree in business. She is a proud Delta Zeta alumna, recognized among the organization’s “35 Under 35,” and remains deeply engaged in her community. Her involvement includes leadership and service with the Junior League of Louisville and other philanthropic initiatives, reflecting her commitment to meaningful impact beyond her practice. She is a 2023 Louisville Business First Forty Under 40 honoree and a member of Leadership Louisville’s 2026 Alice Houston Women’s Leadership Program.
Lexie resides in Louisville with her husband, Brandon, and their two children. They are active members of St. Margaret Mary Catholic Church.
*Source: Top Next-Gen Wealth Advisors Best-In-State (2024, 2025) created by Forbes/SHOOK Research. Most recently presented August 2025 based on data gathered from 3/31/24-3/31/25. No fee was paid to be included in the ranking or to hold out in marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
*Source: Lexie Head (2025, 2026): Forbes Top Women Wealth Advisors Best-In-State, created by SHOOK Research. Most recently presented in February 2026 based on data gathered from 09/30/2024 to 09/30/2025. No fee was paid to be included in the ranking or to hold out in marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
*Source: Lexie Head (2025, 2026): Forbes Top Women Wealth Advisors Best-In-State, created by SHOOK Research. Most recently presented in February 2026 based on data gathered from 09/30/2024 to 09/30/2025. No fee was paid to be included in the ranking or to hold out in marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
