Your life. Your wealth. Your future.

Pursue what matters most

Nguyen & Mercer Group

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Le-Thuy "Lauren" Nguyen

    Le-Thuy Nguyen

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • LA
    • MA
    • MO
    • MS
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

      • University of Texas at Dallas, Bachelor’s Degree in Economics/Finance
      • CERTIFIED FINANCIAL PLANNER™
      • Senior Portfolio Manager
      • Wealth Advisor
      • Retirement Plan Consultant
      301 Commerce Street
      Suite 2800
      Fort Worth, TX 76102
      lauren.nguyen@ubs.com
      Le-Thuy Nguyen
      301 Commerce Street,Fort Worth,TX,76102
    •  Robert Mercer

      Robert Mercer III, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • CA
      • CO
      • DC
      • DE
      • FL
      • GA
      • IA
      • IL
      • IN
      • LA
      • MA
      • MO
      • MS
      • NC
      • NJ
      • NM
      • NY
      • OH
      • OK
      • SC
      • TN
      • TX
      • UT
      • VA
      • WI
      • WV

      Robert Mercer brings 21 years of experience to his role as Vice President of Investments at UBS Financial. He focuses on Wealth Management Strategies, Retirement Planning, and Portfolio Management along with his partner, Lauren Nguyen. Before joining UBS, Robert managed one of the largest Private Client practices at Charles Schwab with over $350 million in assets. A Certified Financial Planning (CFP®) professional, Robert received his Bachelor of Science degree from the University of Connecticut School of Business. He resides in Fort Worth with his wife, and three children.

        • University of Connecticut School of Business, Bachelor of Science Degree
        • CERTIFIED FINANCIAL PLANNER™
        • Senior Portfolio Manager
        301 Commerce Street
        Suite 2800
        Fort Worth, TX 76102
        robert.mercer@ubs.com
        Robert Mercer III, CFP
        301 Commerce Street,Fort Worth,TX,76102

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