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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Adrienne Anderson

Sr. Manager, Client Service – Regis

Menlo Park

Alec Schneider

Client Service Specialist

Santa Barbara

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

Allison Lathrop

Manager, Client Service

Portland – SE

Allison Rozell

Relationship Manager

Newport Beach

Ally Keasler

Sr. Client Service Specialist

McLean

Allysha Blackman

Relationship Manager
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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 Crowley

Relationship Manager
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Mercer Advisors Team

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