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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Jasmine Honda

Client Service Specialist

Newport Beach

Jeff Theado, MBA

Relationship Manager

Columbus

Jefferson Bell headshot

Jefferson Bell, FPQP®

Relationship Manager

Atlanta

Jen Montero headshot

Jen Montero, FPQP™

Sr. Client Service Specialist

Allentown

Jeremy Edgren

Relationship Manager

Minneapolis

J Mignone

Jesse Mignone

Manager, Client Service

Melville, New York

Jessica Livingston

Sr. Client Service Specialist

Springfield

Jessica Rowe

Jessica Rowe

Sr. Client Service Specialist

Austin

Jiany Lindsey

Client Service Specialist

Morristown

Jill Abell - Sr. Client Service Specialist

Jill Abell

Manager, Client Service

Bend – Downtown, Bend

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Jill Varnum

Sr. Manager, Client Service

Atlanta

Jillian Breyne

Relationship Manager

Jillian Peake

Service Operations Associate

JoAnn Ferradino

Sr. Client Service Specialist

Albuquerque, Scottsdale

Jody Wyatt

Jody Wyatt

Sr. Client Service Specialist

Richmond

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Joe Scotti

Client Service Specialist

New York

Jonathan Pusey

Service Operations Associate

Richmond

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Mercer Advisors Team

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