Meet Angela
Angela is a Relationship Manager based in Atlanta, Georgia. She joined Mercer Advisors in 2016 through the acquisition of Kays Wealth Advisory Corporation, where she served as a Client Service Team Lead for five years. Angela enjoys helping people and continuously learning, and she is motivated by the opportunity to make a meaningful difference in clients’ lives. Angela earned a bachelor’s degree in business administration from the Georgia Institute of Technology and a master’s degree in financial planning from the University of Georgia. She is a CERTIFIED FINANCIAL PLANNER® professional.
Her working style
Angela is known for her accuracy, efficiency, and client-focused approach. She listens carefully, communicates clearly, and works diligently to provide timely resolutions while keeping clients informed and supported throughout the process.
Angela in real life
What keeps you busy outside of work?
Spending time with my family! My daughter, Dot, loves the outdoors and we spend most weekends hiking and exploring the national parks of metro-Atlanta.
What’s one thing you are surprisingly good at?
I love music and play French horn, trombone, and piano.
Why do you like working at Mercer Advisors?
Working here allows me to do what I do best and enjoy doing!
Meet Angela’s Teammates
Ryan Frankel
Principal
What Angela Says
Ryan and I are a cohesive team! We can anticipate each other’s needs, as well as our clients’.
Jill Varnum
Sr. Manager, Client Service
What Angela Says
Jill is solution-focused and never hesitates to step in when escalation is needed to resolve a client issue.
Luana Puglisi
Manager, Client Service
What Angela Says
Luana’s service operations team is a well-oiled machine, and it is a joy to have their assistance in delivering for our clients.
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