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.

Let’s talk
Northeast
Select All Deselect All
Midwest
Select All Deselect All
Southeast
Select All Deselect All
Southwest
Select All Deselect All
West
Select All Deselect All
Loading…

Bora Yucekul

Client Development Associate

Walnut Creek

E Sanchez

Elisha Sanchez, MBA, WMS™

Client Development Associate

Walnut Creek

F Xuereb

Fred Xuereb

Sr. Client Development Associate

Walnut Creek

Jessica Caruso - Executive Managing Director

Jessica Caruso, CFP®

Executive Managing Partner, West Division

Portland, Portland – South, Roseville, Walnut Creek

Ready to get started?

Let’s Talk
Mercer Advisors Team

Explore More

Multicultural Family with Grandparents
Estate Planning

New York Estate Tax: What Families Need To Know

October 22, 2026

Retirement

What Are QLACs and Who Should Consider One?

October 15, 2026

Estate Planning

Lifetime Gift Tax Exemption: Why Using It Now Could Offer Advantages Over Waiting

October 15, 2026

Continue Browsing