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: Boston – West

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Adelaide Magee

Addy Magee, CFP®

Wealth Advisor

Boston – West

Aubrey Keohane

Audrey Baker, CFP®, NSSA®

Wealth Advisor

Boston – West, Hingham

Lauren Higgins

Lauren Higgins, CFP®, CIMA®

Sr. Wealth Advisor

Boston – West, Hingham

Leah McCormack, CFP®, RICP®

Wealth Advisor

Boston – West

Maeve Schmid

Maeve Lehman, CFP^®

Sr. Wealth Advisor

Boulder, Denver, Peabody, Nashua, Boston – West

Timothy Pilczak

Timothy Pilczak, CFP®, EA, TPCP®

Sr. Wealth Advisor

Boston – West, Hingham

Jill Fopiano

Jill Fopiano, CFA, CFP®

Partner, Sr. Wealth Advisor

Boston – West, Hingham

Elisabeth Zimmerman

Lis Zimmerman, CFP®, CRPC®

Partner

Boston – West

Timothy Schmidt

Regional Vice President

Woodbridge, Nashua, Peabody, Boston – West

Celicia Smith

Celicia Smith

Sr. Client Service Specialist

Boston – West

Marc Cianci

Relationship Manager

Boston – West

Richard Davies

Richard Davies, CFP®

Director, Operations

Boston – West

Matthew Kelley

Matthew Kelley, CFP®

Financial Planner

Boston – West

Austin Litvak

Austin Litvak, CFA, CFP®, CAIA®, CBE®

Director, Investment Research

Boston – West

Joel Sciabarrasi

Product Manager, Investment Platform

Boston – West

Lily Zhang

Tax Associate

Boston – West

Jimmy Zhao, CFA®

Chief Corporate Development Officer

Boston – West

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Mercer Advisors Team

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