About Us

Venice

Trusted Financial Advisors in Venice, FL

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 to them. We truly partner with our clients because we believe it is 'their money and our expertise' that creates a winning relationship. Integrity and education are the pillars of our business practices. Our mission is to help our clients reach their financial and lifestyle goals through the process of financial planning and investment management. We measure our results against the plan not just a 'rate of return.

Our firm was built on the foundation of transparency, intentionality, and local focus. We are committed to helping the families of Venice and Knoxville navigate their complex financial lives with clarity and peace of mind.

Meet Our Team

Kate Hyland Mercer

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 founded two companies, taught graduate-level courses at Harvard University and Boston University, and has served on the board of directors for multiple private companies.

Jessica Shular

Jessica Shular

Associate Financial Advisor (Knoxville, TN)

Jessica Shular leads our Tennessee branch in 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 customer service and support systems, ensuring every client receives seamless service.

Experience Personal Service

(941) 483-3600 Request Appointment

Important Disclosure

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Ferris Wheel Finance, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered by Ferris Wheel Finance, Inc., a Registered Investment Advisor in the State of Florida. Ferris Wheel Finance, Inc., is not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.