Nguyen & Mercer Group
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Let's move forward. Together.

We are here to provide quality strategies customized to your needs and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Le-Thuy Nguyen

Senior Vice President–Wealth Management

Financial Advisor

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

Le-Thuy Nguyen

Education

  • University of Texas at Dallas, Bachelor’s Degree in Economics/Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
  • Wealth Advisor
  • Retirement Plan Consultant

Le-Thuy Nguyen

301 Commerce Street
Suite 2800
Fort Worth, TX 76102

Email Me

Le-Thuy Nguyen

Senior Vice President–Wealth Management

Financial Advisor

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

Education

  • University of Texas at Dallas, Bachelor’s Degree in Economics/Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
  • Wealth Advisor
  • Retirement Plan Consultant
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

Email Me

Robert Mercer III, CFP

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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 III, CFP

Education

  • University of Connecticut School of Business, Bachelor of Science Degree

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager

Robert Mercer III, CFP

301 Commerce Street
Suite 2800
Fort Worth, TX 76102

Email Me

Robert Mercer III, CFP

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Education

  • University of Connecticut School of Business, Bachelor of Science Degree

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
301 Commerce Street
Suite 2800
Fort Worth, TX 76102

Email Me

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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