Joe Pellizzari

Joe has dedicated more than 25 years to serving Registered Investment Advisors (RIAs), bringing deep expertise across a wide range of practice management disciplines. His areas of focus include strategic planning, succession planning, growth strategy implementation, and technology deployment.

At Mercer Advisors, Joe helps advisory firms scale and thrive in an increasingly complex environment. He is passionate about guiding RIA owners toward solutions that benefit their businesses, their teams, and their clients.

Before joining Mercer Advisors in 2021, Joe held a leadership role within the Advisor Services enterprise at Charles Schwab. There, he led a team of senior relationship managers supporting high caliber firms across the Southeast region, representing more than $250 billion in assets. Under his leadership, the region exceeded its growth targets by over 140%, a testament to his strengths in coaching, business development, and strategic execution. Joe began his career helping RIAs adopt software solutions to improve operational efficiency and profitability.

Joe holds a Bachelor of Science in business management from North Carolina State University. He further advanced his education by completing the Mergers and Acquisitions Executive Education program at Stanford University’s Graduate School of Business and the Accelerated Personal Financial Planning Program at the University of California, Irvine. He earned his CFP® certification in 2008.

Outside of work, Joe enjoys biking, swimming, and traveling with his wife and two children.