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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Southwest
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West
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Emily Paulus

Service Operations Associate

Eric Mallory

Relationship Manager

Walnut Creek

Erica Lloyd

Erica Lloyd

Client Service Coordinator

Atlanta

Erin Larsen

Client Service Specialist

Portland – South

Erin Wheatcraft, FPQP™

Client Service Manager, Wealth Path Group

Portland – South

Ethan Francais

Relationship Manager

Walnut Creek

Evan Jewett, MSF

Client Service Specialist

San Diego

Fernando Baday

Client Service Specialist

Houston

Francheska Hill

Sr. Client Service Specialist

Atlanta

Galen Crane

Relationship Manager

Lake Placid

Gentry Pletts

Service Operations Associate

Schaumburg

Gerardo Zapata

Client Service Specialist
Ginny Starnes - Manager, Client Service

Ginny Starnes

Manager, Client Service

Charlotte

Grace Chyun

Grace Chyun

Sr. Client Service Specialist

Newport Beach

Grace Farley

Sr. Director, Client Service

McLean

Gracie Zapata

Gracie Zapata

Talent Developer

Scottsdale

Haiden Bowman

Director, Client Service

Springfield

Haley Mitchell

Service Operations Associate

Dallas – Park Cities

Halley Craig, CFP®

Relationship Manager

Mill Valley

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Mercer Advisors Team

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