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.

Let’s talk
Northeast
Select All Deselect All
Midwest
Select All Deselect All
Southeast
Select All Deselect All
Southwest
Select All Deselect All
West
Select All Deselect All

R. Andrew Nurse, MBA, CFP®, CPFA®

Wealth Advisor, Retirement Plans

Franklin

Scott Paschal - Sr Wealth Advisor

Scott Paschal

Sr Wealth Advisor

Gallatin

Carrie Dlamini

Client Service Specialist

Memphis

Kimi Rice - Client Service Specialist

Kimi Rice, CFP®

Client Service Specialist

Lexington

Leigh Edwards headshot

Leigh Edwards

Client Service Specialist

Cincinnati

Lisa Butler, FPQP®

Manager, Client Service

Franklin

Marlie Montgomery headshot

Marlie Montgomery

Client Service Specialist

Cincinnati, Westerville

Mary-Furlong

Mary Ellen Furlong

Client Service Specialist

Lexington, Louisville

Rachel-Gandham

Rachel Gandham

Client Service Specialist

Lexington, Louisville

Suzanne Randolph headshot

Suzanne Randolph

Manager, Client Service

Cincinnati, Westerville

Tammy Goad - Sr Client Service Specialist

Tammy Goad

Sr. Client Service Specialist

Gallatin

Theresia Reid - Sr Client Service Specialist

Theresia Reid

Sr. Client Service Specialist

Gallatin

Casey-Dever

Casey Dever

Operations Specialist

Lexington, Louisville

Ed Lettieri

Ed Lettieri

Regional Vice President

Pittsburgh

Load More

Ready to get started?

Let’s Talk
Mercer Advisors Team

Explore More

man meeting with a financial advisor in office, shaking hands
What Clients Ask

Questions to Ask When Choosing a Financial Advisor

August 13, 2026

Investment Management

Financial Planning Is a Prerequisite to Successful Investing

August 12, 2026

Investment Management

Portfolio Diversification: How To Build a More Resilient Investment Strategy

August 10, 2026

Continue Browsing