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.

Search results for:

Southeast: Georgia

Clear All Filters

Lillian Patrikios

Sr. Client Service Specialist

Atlanta, Naples – Downtown, Tampa, Sarasota

Luana Savoreto Puglisi

Luana Puglisi

Manager, Client Service

Melissa Vance

Sr. Client Service Specialist

Michael Olmert

Relationship Manager

Necasio Ekelund

Relationship Manager

Sana Alsalman

Sr. Client Service Specialist

Tamieka Bonner

Relationship Manager

Tavia Williams - Client Service Specialist

Tavia Williams

Client Service Specialist

Virginia Rutland

Client Service Specialist

Wesley Tagoe

Relationship Manager

Yasmin McLocklin

Yasmin McLocklin

Sr. Client Service Specialist

William Tyrone Smith

Managing Director, Community Client Development

Leah Manderson

Leah Manderson

Regional Vice President

Adam Lee, CFP®

Sr. Vice President

Jenna Taylor

Client Development Associate

Maxwell Photo

Kimberly Maxwell

Associate Vice President

Lacy Hartzler

Sr. Client Development Associate

Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS

Sr. Director, Financial Planning

Cameron Holt

Financial Planner

Camryn Norman

Camryn Norman

Sr. Financial Planner

Ready to get started?

Mercer Advisors Team

Explore More

Retirement

How SECURE 2.0 Is Reshaping Your Retirement Savings Options

August 26, 2026

Work & Business

Beyond Business Growth: Wealth Planning for Women Founders

August 19, 2026

Estate Planning

Illinois Estate Tax: What High-Net-Worth Families Need To Know

August 17, 2026

Continue Browsing