Meet Gerard
Gerard is a Wealth Advisor based in New York City. He joined Mercer Advisors in 2025 after seven years serving as a Financial Solutions Advisor at Merrill Lynch. He is passionate about helping people improve their financial lives by sharing knowledge and resources that make a real difference. Inspired by his grandfather, who was an IRS Enrolled Agent, Gerard earned a B.A. degree in finance from Morehouse College. He is a CERTIFIED FINANCIAL PLANNER® professional.
Gerard’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, Gerard has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding higher education professionals in maximizing benefits and preparing for retirement
- Aligning portfolios with purpose for clients pursuing values-based investing
His working style
Gerard’s style is collaborative and down-to-earth. He listens first to truly understand what’s important to his client. He enjoys breaking down big and complex challenges into manageable steps, so clients can feel confident moving forward.
Gerard in real life
What’s one thing you are surprisingly good at?
I can draw and paint pretty well.
Favorite thing about where you live?
The variety of concerts available is one of my favorite things about New York City.
What keeps you busy outside of work?
I like to travel, play basketball, and cook different meals with my friends.
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