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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Kevin Shannon

Sr. Relationship Manager

San Francisco

Phuong Tran

Relationship Manager

San Francisco

Ryan Young

Relationship Manager, Regis

San Francisco

Sara Bunyard

Financial Planner

San Francisco

Zach Crawford

Financial Planner

San Francisco

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Mercer Advisors Team

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