Meet Kelly
Kelly is a Regional Vice President based in New York, New York. She joined Mercer Advisors in 2024 after serving as Vice President at Citi Private Bank. In her current role, Kelly educates prospective clients on Mercer Advisors offerings to help them determine if the firm is a good fit for helping them reach their financial goals. She particularly enjoys working with multi-generational families, helping them preserve and transition wealth through coordinated, long-term strategies. Kelly’s perspective is shaped by her experience as a first-generation American. Inspired by her family’s journey, she understands the importance of financial literacy and the role it plays in achieving the American dream. In March 2026, Kelly was featured in a Barron’s Advisor podcast, The Way Forward, discussing her work at Mercer Advisors. Kelly earned a BBA degree in finance from the Stephen M. Ross School of Business at the University of Michigan.
Her working style
Kelly’s approach is consultative, intuitive, client-centric, high touch, and relationship-oriented. She loves taking families through the process of determining what their priorities are, helping them put a team and a plan in place, and giving them the agency to start enjoying life instead of fearing the financial future.
Kelly in real life
Favorite thing about where you live?
I am constantly inspired by the people of New York City who call this place home. There is a deep sense of loyalty and resilience here, and we are always adapting alongside a city that never stands still. I love the walkability, from peaceful morning walks through Madison Square Park to weekends at the Union Square Greenmarket. Even during hectic weekdays in Midtown, I cherish those moments when I run into friends, colleagues, and clients along the way. There is nothing quite like being in the center of it all, and I never take it for granted.
How do you give back?
I spend much of my free time volunteering. I serve on the associate board of W!se (Working in Support of Education), a nationally recognized nonprofit dedicated to improving economic mobility through financial literacy and college and career readiness programs for students and underserved communities. I teach financial literacy to women who are survivors of domestic violence through W!se’s programming and mentor New York City high school students as they prepare for academic competitions that can earn scholarships.
What keeps you busy outside of work?
Enjoying New York’s constantly evolving food and wellness scene, getting lost in a good novel or memoir, and hosting relaxed Sunday dinners at home with my husband for family and friends.
Kelly’s snapshots
Meet Kelly’s Teammates
Cristina Levin
Wealth Advisor
What Kelly Says
Cristina has been my confidant and partner in this industry for many years. Together we work to unpack complex client situations and develop a plan for clients to get their financial lives on track. Cristina’s relentless focus on understanding her clients and harnessing the resources of Mercer Advisors to support them is a superpower.
Abby Salameh
Managing Partner
What Kelly Says
Abby is a once-in-a-career partner and mentor. Abby and I work together to promote the Mercer Advisors mission in our communities and demonstrate that it is possible to receive comprehensive wealth management from a true fiduciary. Abby is that teammate with whom you establish instant trust and who you know will catch you, advocate for you, and support you the way she has with all her clients and colleagues over her legendary career in this industry.
Andrew Glick
Client Service Specialist
What Kelly Says
Andrew understands what the “service” in client service means — something especially important for our clients here in New York City. Andrew anticipates needs, executes flawlessly, and collaborates internally behind the scenes to help ensure our client experiences are white-glove and plans are executed as designed. He builds rapport and trust with clients instantly, and I know when I am working with Andrew on something, it will get done beautifully and leave the client with reassurance.
Bridger Dawson
Wealth Advisor
What Kelly Says
Bridger is an incredible fiduciary advisor whose ability to manage complex, multi-generational family wealth is next to none. I trust Bridger completely to leave no stone unturned as he prepares and executes on families’ goals. Bridger instantly puts both his peers and clients at ease, allowing us to collaborate and execute in a safe space.
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