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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Claudia Ona

Sr. Client Services Specialist

Naples

Colter Niezgodzki

Service Operations Associate

Boca Raton

Connie Fornberg

Service Operations Associate

Naples

Jose Garcia

Sr. Client Service Specialist

Boca Raton

Madison Cosgriff

Relationship Manager

Naples

Nikki Keophet

Service Operations Associate

Jacksonville

Robert Hendrickson

Relationship Manager

Tampa

Stefan Madaffari

Service Operations Associate

Jacksonville

Theresa Nichols

Theresa Nichols

Relationship Manager

Jacksonville

Brian Yannaccone

Regional Vice President

Jacksonville

Anthony Flores

Regional Vice President

Tampa

Tony Bouton

Tony Bouton

Regional Vice President

Jacksonville, Boca Raton

Nicholas Semko

Nicholas Semko, CFP®, CRPC®, CMFC®

Managing Director, Channel Client Development

Sarasota, Naples – Downtown, Tampa

Joseph Luciano

Financial Planner

Tampa

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