Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Boca Raton

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Emma Jones

Emma Jones, CFP®, AFC®

Wealth Advisor

Jacksonville, Boca Raton, Naples – Downtown, Orlando, Sarasota, Tampa

Juan (Yago) Samperio Suarez, CFA®, CFP®

Sr. Wealth Advisor

Stephen N. Cheifetz

Stephen Cheifetz, CFP®, CPA

Sr. Wealth Advisor

Ryan Frankel, CFP®

Principal

Sarasota, Boca Raton, Tampa, Naples – Downtown

Scott Snider image

Scott Snider, CFP®, RICP®, CEPA

Principal

Jacksonville, Westerville, Boca Raton

Keith Huber

Managing Partner

Jacksonville, Boca Raton, Naples, Naples – Downtown, Orlando, Sarasota, Tampa

Rose Cooke

Regional Vice President

Naples – Downtown, Boca Raton, Jacksonville, Naples, Orlando, Sarasota, Tampa

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Ted Panagiotopoulos

Regional Vice President

Boca Raton, Jacksonville

Tony Bouton

Tony Bouton

Regional Vice President

Jacksonville, Boca Raton

Colter Niezgodzki

Client Service Specialist

Jose Garcia

Sr. Client Service Specialist

Remi Sampson, CFA®

Director, Portfolio Consulting

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Mercer Advisors Team

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