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: Morristown

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Abby Salameh

Managing Partner

Jason O’Meara, CFP®

Partner

Morristown, Radnor

John P. Middleton image

John P. Middleton, CFA, CFP®, CAIA®, AIF®

Sr. Wealth Advisor

Morristown, Marlboro

Lorraine Eugenio image

Lorraine Eugenio, CFP®, CDFA®

Wealth Advisor

Morristown, Marlboro

Rafael Arellano

Rafael Arellano, CFP^®

Sr. Wealth Advisor

Marlboro, Morristown

Steven Crevar, CFP^®

Wealth Advisor

Marlboro, Morristown

Susan Portnoi

Susan Portnoi, CPA/PFS

Sr. Wealth Advisor

Morristown, New York, Marlboro

Andrew Glick

Client Service Specialist

Bryan Montoya

Relationship Manager

Emily Botyos

Relationship Manager

Jiany Lindsey

Client Service Specialist

Mathew Carrigy

Sr. Client Service Specialist

Norby Urena

Manager, Client Service

Kevin Dillon, CFP®, CRPC®

Sr. Vice President

Allentown, Cherry Hill, Hockessin, Morristown, Radnor

Amanda O'Sullivan

Amanda O’Sullivan

Client Development Associate

Morristown, New York

Stacy Reen

Sr. Client Development Associate

Bryan Corbitt

Bryan Corbitt, CFA®, CFP®

Sr. Financial Planner

Christopher Buldo

Financial Planner

Tammy Cooper

Tammy Cooper, CPA, CFP®

Sr. Financial Planner

Elliott Giammarino

Tax Manager

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Mercer Advisors Team

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