Meet James
James is a Sr. Estate Planning Strategist at Mercer Advisors based in Estero, Florida. James joined Mercer Advisors in 2023 after practicing law at a private estate planning firm. He earned his J.D. from Ave Maria School of Law and holds both a B.S. degree in finance and an MBA from Florida Gulf Coast University. James assists individuals and families with designing comprehensive estate plans to help achieve their financial and personal goals, focusing on the efficient transfer of wealth across generations, strategic asset protection, and thoughtful preparation for incapacity. He is dedicated to helping clients preserve their legacy and protect their loved ones.
His working style
James takes a thoughtful, collaborative approach to estate planning, working closely with clients to understand their unique family dynamics and goals. He is known for asking the right questions, listening carefully, and bringing clarity to complex situations. Clients can count on James to guide them through the estate planning process with patience, diligence, and clear communication.
James in real life
What keeps you busy outside of work?
Keeping up with my children.
How do you give back?
Coaching youth hockey.
Why do you like working at Mercer Advisors?
I enjoy working at Mercer Advisors because of the relationships I’ve built with both colleagues and clients. I value being part of a collaborative team that shares ideas, supports one another, and is committed to doing thoughtful work for the people we serve. Just as important, I appreciate the opportunity to build lasting relationships with clients and help them navigate important decisions for their families and futures.
Meet James’s Teammates
Camilla Wright
Tax Director
What James Says
Camilla is a valued colleague and an important part of the team supporting our shared clients. We often meet with clients to help connect estate planning decisions with their broader tax considerations. I appreciate Camilla’s deep knowledge of tax, collaborative approach, and ability to help clients understand how different planning choices may affect their overall picture.
Michael Sohmer
Senior Director, Trust Services
What James Says
Michael is an important resource for clients who are working with or considering working with a corporate trustee. He helps connect the estate planning process with the practical administration of a trust, coordinates conversations with trustee partners, and answers clients’ questions about what it is like to work with a corporate trustee. I value Michael’s responsiveness, practical perspective, and ability to help clients feel more comfortable and informed as they make these decisions.
Abigail Feldman
Estate Planning Service Specialist
What James Says
Abigail is an essential part of the client experience, helping ensure that communications are handled promptly, meetings are well organized, and materials are prepared in advance. She keeps track of client correspondence, supports clients throughout the planning process, and helps keep each matter moving forward. I appreciate Abigail’s attention to detail, reliability, and commitment to making the process as smooth as possible for our clients.
Wendy Reeves
Relationship Manager
What James Says
Wendy is a valued relationship manager who helps ensure clients feel supported and connected throughout the planning process. She coordinates many of the moving pieces with clients, helps keep communication organized, and works to make each interaction as streamlined as possible. I appreciate Wendy’s responsiveness, professionalism, and commitment to creating a thoughtful client experience.
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