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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Southeast
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Southwest
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West
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Lisa Dellinger

Manager, Client Service

Roanoke

Lisa Sowls - Manager, Client Service

Lisa Sowls

Manager, Client Service

Madison

Liz Kreft

Client Service Specialist

McLean

Luana Savoreto Puglisi

Luana Puglisi

Manager, Client Service

Atlanta

Lucas Hallal

Client Service Specialist

Schaumburg

Lwel Htoo

Relationship Manager

Salt Lake City

Madeline Bradley

Sr. Client Service Specialist

Portage

Madison Cosgriff

Client Service Specialist

Naples

Manasa Konduri

Manasa Konduri

Client Service Specialist

Chesterfield

Marc Cianci

Relationship Manager

Boston – West

Marcia Hailey

Relationship Manager

Eagle

Marie Levinsky

Marie Levinsky

Sr. Client Service Specialist

Hockessin

Mark Pavlics

Manager, Client Service

Santa Barbara

Marlie Montgomery headshot

Marlie Montgomery

Client Service Specialist

Cincinnati, Westerville

Marny Swindell

Relationship Manager
Martha Kilfoy

Martha Kilfoy

Client Service Specialist

Newport Beach

Mary Ann Sullivan

Relationship Manager

Walnut Creek

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Mercer Advisors Team

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