Mercer Advisors

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: Tampa
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Brett Sperin

Brett Sperin

Regional Vice President

Sarasota, Tampa, Naples

James Werner

James Werner

Manager, Regional Client Development

Fairport, New York, Naples, Tampa, Sarasota

Lillian Patrikios

Sr. Client Service Specialist

Atlanta, Naples, Tampa, Sarasota

Nicholas Semko

Nicholas Semko, CFP®, CRPC®, CMFC®

Managing Director, Channel Client Development

Sarasota, Naples, Tampa

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Explore More

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Market Commentary

Considerations for a Long-Short Strategy to Manage Capital Gains

May 22, 2025

Retirement

11 Factors to Consider in an Early Retirement Package

May 22, 2025

Estate Planning

Navigating Real Estate Transfers to Trusts: What You Need to Know

May 21, 2025

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