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.

Children reading in library

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
    • DE
    • FL
    • GA
    • HI
    • IL
    • KY
    • LA
    • MO
    • NJ
    • NM
    • NY
    • OH
    • OK
    • TN
    • TX
    • VA
    • WA
    • WI
    • WV

    Lauren Nguyen is a Senior Vice President of Investments at UBS Financial Services who is passionate about helping individuals and families achieve their financial goals. An industry veteran, along with her business partner Robert Mercer, Lauren co-leads all retirement planning and wealth management initiatives for their clients including total portfolio management services, education funding, charitable giving, and Qualified Retirement Plans consultation.

    Lauren joined UBS Financial Services in 2011, bringing more than 28 years of experience in providing high-quality advice that enhances her clients’ lives and helps shape their future. Prior to UBS, Lauren was a financial consultant at Charles Schwab and Fidelity Investments working in the Private Client Group managing money for high-net-worth individuals.

    In 2005, Lauren earned her Certified Financial Planner™ designation, which demonstrates her ethical standard and commitment to providing the highest quality of financial planning. She holds a Series 63, 7, 9 and 10 securities licenses, as well as a Group 1 Insurance license. Lauren received her bachelor’s degree in economics/finance from the University of Texas at Dallas.

      • 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
    •  Robert Mercer

      Robert Mercer III, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • CA
      • CO
      • DE
      • FL
      • GA
      • IL
      • IN
      • KY
      • LA
      • MA
      • MO
      • NC
      • NJ
      • NM
      • NY
      • OH
      • OK
      • SC
      • 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

      The circular economy: What is it?

      Retirement planning

      Retirement planning

      Multigenerational planning

      Multigenerational planning

      Legacy—Wealth for others

      For needs that go beyond your own—to help you improve the lives of others

      What will your legacy be?
      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

      Learn more at ubs.com/wealthway.

      Backed by the strength of UBS

      A global leader in wealth management

      $2.8 trillion

      In invested assets globally 
      As of 06/30/2022

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager

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