Richard Brad Mundy

Brad began his career in financial services in 2009, following nearly three years in public accounting. He joined Mercer Advisors in 2020 through the acquisition of Kays Financial Advisory Corporation. His previous experience includes roles at Fidelity Investments and AYCO, a Goldman Sachs Company.

Brad provides comprehensive financial planning and investment advice, integrating key areas such as investment strategy, retirement planning, risk management, tax planning, cash flow management, and estate planning. He values the opportunity to make a meaningful difference in his clients’ lives by helping them navigate one of their most important personal priorities — their financial well-being.

He holds a Bachelor of Science in accounting from Western Kentucky University and is both a CERTIFIED FINANCIAL PLANNER® Professional and a Certified Public Accountant.

Outside of work, Brad enjoys watching sports, playing golf, and spending quality time with his wife and two sons. He also gives back to his community by volunteering as a little league baseball coach.