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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Northeast
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Midwest
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Lindsay Stuart, CFP®

Manager, Sr. Financial Planner

Portland, Portland – South

Theresa Bedard

Theresa Bedard

Sr. Operations Manager, Financial Planning

Portland – South

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Mercer Advisors Team

Explore More

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Women & Wealth

What To Do Before and After a Major Wealth Event

July 22, 2026

Estate Planning

Estate Planning for Blended Families: Key Considerations

July 21, 2026

Retirement

RMD Rules for Retirement Accounts: What You Need To Know

July 20, 2026

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