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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Aleksandra Simic

Sr. Client Service Specialist

McLean

Alex Murphy headshot

Alex Murphy

Relationship Manager

Walnut Creek

Alicia Smith

Director of Client Development – HNW Program Manager

Atlanta

Alissa Mayes

Service Operations Associate

Atlanta

Allison Lathrop

Manager, Client Service

Portland – SE

Allison Rozell

Relationship Manager

Newport Beach

Ally Keasler

Sr. Client Service Specialist

McLean

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Amanda Coffey

Client Service Specialist

Atlanta

Amanda James

Client Service Specialist, Broker Dealer

Amanda Reed

Sr. Manager, Client Service

Ames, Branson, Chesterfield, Springfield

Amber Strength

Sr. Client Service Specialist

Branson, Springfield

Amy Ruffing

Manager, Client Service

Austin, Houston

Andrew Glick

Client Service Specialist

Morristown

Angela Piccioni

Relationship Manager

Walnut Creek

Angela Schnepp

Client Service Specialist

Owings Mills

Angelo Altoveros

Angelo Altoveros

Client Service Specialist

San Diego

Aniya Michelle Mason

Client Service Specialist

Naples

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Mercer Advisors Team

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