Meet Carol Ann
Carol Ann is a Wealth Advisor based in Los Angeles, California. She joined Mercer Advisors in 2023 after serving as an advisor at Martin & Company Tax and Wealth Advisors. Prior, she served at TD Ameritrade and Scottrade. Carol Ann began her career in 2010 as an Investment Consultant. She is a CERTIFIED FINANCIAL PLANNER® professional and earned a B.S. degree in business administration from Chapman University.
Carol Ann’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Carol Ann has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
Her working style
Carol Ann’s working style is rooted in taking the time to listen, truly understanding her clients’ goals and values, and presenting information in a way that feels clear, approachable, and meaningful. She is great at getting to know her clients and families on a personal level.
Carol Ann in real life
What keeps you busy outside of work?
Spending my free time with my husband, two young boys, and two dogs keeps me on my toes at all times and I wouldn’t have it any other way. We love to spend our summers at the lake on the boat and enjoy our weekends outdoors.
What’s one thing you are surprisingly good at?
Oil painting. My grandmother was an amazing artist and encouraged me to take art classes when I was a kid. I grew to love painting landscapes and flowers.
Any words you try to live by?
Treat others as you wish to be treated.
Carol Ann’s snapshots
Meet Carol Ann’s Teammates
Matt Cook
Managing Partner
What Carol Ann Says
Matt’s mentorship has shaped my journey in meaningful ways. His insight, support, and encouragement to grow, learn, and maximize the tools around me have elevated both my work and who I am.
Krista-Arlene Palakiko
Sr. Client Service Specialist
What Carol Ann Says
Krista is driven by one priority: the client experience. Her meticulous attention to detail and unwavering follow‑up make sure every task is handled with care and completed on time for our clients.
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