Meet Tess
Tess is an Associate Wealth Advisor based in New York, New York. Before joining Mercer Advisors in 2026, Tess served as a Sr. Associate at Brown Advisory and as a Risk and Advisory Consultant at Deloitte. She earned a Bachelor of Science in Business Administration degree in finance from Elon University, and she is a CERTIFIED FINANCIAL PLANNER® professional. Tess finds motivation in helping people build confidence in their financial future by breaking down complex topics into understandable, actionable guidance. She was inspired to pursue a career in the financial industry by her grandfather, who helped spark her interest in making personal finance more approachable.
Tess’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, Tess has focused experience in these areas:
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Multi-generational planning that aligns with your values and minimizes tax impact
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Concentrated stock positions that require strategic diversification and tax efficiency
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Tess centers her approach on getting to know clients beyond their finances to understand what matters most to them. She believes strong relationships are built on trust, responsiveness, and open communication, and she helps clients feel informed and confident throughout the financial planning process.
Tess in real life
What keeps you busy outside of work?
I spend most of my free time with family and friends. As an Annapolis, Maryland, native, I enjoy visiting home whenever I can. I also love bringing people together, whether that’s hosting friends for dinner or planning a weekend getaway.
Favorite thing about where you live?
My favorite thing about New York City is its culture. There really is a place for everyone here, and you’re constantly exposed to different perspectives, traditions, and experiences. I also love the incredible food scene and the energy of the city.
Any words you try to live by?
I try to live by a simple principle: Be honest, keep your word, and show up for the people who count on you.
Meet Tess’s Teammates
Paul Oliva
Managing Partner
What Tess Says
Paul and I work hand in hand to help clients navigate important financial decisions and build plans tailored to their goals. We regularly collaborate on strategy and problem-solving, combining his experience with a shared commitment to client success.
Andrew Glick
Client Service Specialist
What Tess Says
Andrew is someone I can always count on. We work together closely to support our clients, and his reliability, responsiveness, and team-first attitude help ensure clients receive the high level of service they deserve.
Amanda Caster
Manager, Sr. Financial Planner
What Tess Says
Amanda is an invaluable resource in helping us develop thoughtful financial planning strategies for our clients. She has a remarkable ability to bring clarity to complex situations and helps ensure we are delivering comprehensive plans.
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