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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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

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

Aniya Michelle Mason

Client Service Specialist

Naples

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Mercer Advisors Team

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Estate Planning

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