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.

Northeast
Midwest
Southeast
Southwest
West
Mercer Advisor Logo

Peter Gifford

Partner, Sr. Wealth Advisor

Ryan Moore

Associate Wealth Advisor
professional headshot of Stephen Donahue

Stephen Donahue

Partner, Sr. Wealth Advisor

Adrienne Anderson

Sr. Relationship Manager
Alex Murphy headshot

Alex Murphy

Sr. Client Service Specialist

Angela Piccioni

Client Service Specialist

Austin Wong

Relationship Manager

Azure Celestine

Client Service Specialist

Bora Yucekul

Client Development Associate
E Sanchez

Elisha Sanchez, MBA, WMS™

Client Development Associate

Eric Mallory

Client Service Specialist

Jake Ratana

Client Service Specialist

Jann Leonard

Manager, Client Service
Josie Solorio - Client Service Specialist

Josie Gonzalez Solorio

Manager, Client Service

Ready to get started?