Mercedes N. McFarland, CFP^®

Mercedes understands first-hand that it’s the challenging times in our lives help us to grow and mold us into the people we were meant to be. Not only does this relate to Mercedes on a personal level, but it’s what drives her every day to guide her clients with the best financial planning advice.

Bringing with her a deep sense of empathy, Mercedes specializes in helping those navigating new chapters in their own life - whether it be a widow sorting her financial situation, a young family looking to establish a strong financial foundation, or a soon-to-be retiree wanting to make sure they will have enough money to last throughout retirement.

Mercedes joined DSF Wealth Management Group after leaving her position as VP of Investments at J.P. Morgan Securities. Making the move was an easy decision. Apart from the impressive team and skillset at DSF, her purpose and passion align perfectly with enabling others to live a better tomorrow. She began her financial services career in 2016 with Federated Investors, Inc. where she became a registered representative holding Series 7, Series 66 registrations and in 2019 retained her Life & Health insurance licenses. In 2024, Mercedes obtained the gold standard in Financial Planning as a CERTIFIED FINANCIAL PLANNER®.

Outside of financial planning, Mercedes and her husband, Sharvesh, enjoy traveling, volunteering, and spending time with their fur-babies, Miles and Hamilton.