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
Loading…

Nikki Ivins

Sr. Client Development Associate

Portland, Portland – South

Jessica Caruso - Executive Managing Director

Jessica Caruso, CFP®

Executive Managing Partner, West Division

Portland, Portland – South, Roseville, Walnut Creek

Ready to get started?

Let’s Talk
Mercer Advisors Team

Explore More

Women & Wealth

How Women Can Design a Legacy That Reflects Their Values

September 15, 2026

Tax Planning

How Much Money Do You Need To Work With a Wealth Manager?

September 11, 2026

Investment Management

Making Sense of Rising Treasury Yields

September 9, 2026

Continue Browsing