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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Shannon Burgett

Shannon Burgett, CFP®

Regional Vice President

Charlotte

Stephanie Fernandes, CFP®

Regional Vice President

Houston

Tony Bouton

Tony Bouton

Regional Vice President

Jacksonville, Boca Raton

Adrienne Anderson

Sr. Manager, Client Service – Regis

Menlo Park

Aleesha Grimes Zear

Sr. Manager, Client Service

Rockwall

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

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Mercer Advisors Team

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