Who is Ferris Wheel Finance, Inc.?
Integrity, Education, and Expertise in Venice, FL & Knoxville, TN
Trusted Financial Advisors
Ferris Wheel Finance, Inc. is a fee-based, independent financial planning and investment advisory firm. We are compensated for the work we do for our clients and the advice provided—not for selling products.
"We truly partner with our clients because we believe it is 'their money and our expertise' that creates a winning relationship."
Kate Hyland Mercer, MS
Financial Advisor & Founder
Katherine (Kate) Hyland Mercer founded Ferris Wheel Finance, Inc. to help clients make wise financial decisions through personalized service and integrity. With over 20 years of experience in finance, engineering, real estate, and entrepreneurship, Kate brings a truly holistic perspective to wealth management.
Background & Expertise:
Prior to founding the firm, Kate served as a financial advisor with Wells Fargo Advisors and Edward Jones. Her unique background includes a Master's Degree in Computer Science (AI focus), allowing her to understand the complex technologies shaping today's markets.
Kate has taught graduate-level courses at Harvard University and Boston University and serves on the board of directors for multiple private companies.
Jessica Shular
Associate Financial Advisor (Knoxville, TN)
Jessica Shular leads our Tennessee branch in West Knoxville. Having been with Ferris Wheel Finance since its inception, she is an invaluable asset to the team.
Focus on the Next Generation:
Jessica specializes in helping younger investors and millennials. She guides clients through:
- Reducing debt and building safety stashes.
- Planning for retirement early in their careers.
- Financial education workshops.
Jessica ensures smooth transitions for new clients and maintains the firm's support systems, ensuring every client receives seamless service.
Multi-Year Best of Venice Winner!
Let's Discuss Your Future
Whether you are in Venice, FL or Knoxville, TN, we are ready to help you plan.