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.

Northeast
Midwest
Southeast
Southwest
West
Loading…

Jasmine Honda

Client Service Specialist

Jeff Theado, MBA

Relationship Manager
Jefferson Bell headshot

Jefferson Bell, FPQP®

Relationship Manager
Jen Montero headshot

Jen Montero, FPQP™

Sr. Client Service Specialist

Jeremy Edgren

Relationship Manager
J Mignone

Jesse Mignone

Manager, Client Service

Jessica Livingston

Sr. Client Service Specialist
Jessica Rowe

Jessica Rowe

Sr. Client Service Specialist

Jiany Lindsey

Client Service Specialist
Jill Abell - Sr. Client Service Specialist

Jill Abell

Manager, Client Service
Mercer Advisor Logo

Jill Varnum

Sr. Manager, Client Service

Jillian Breyne

Relationship Manager

Jillian Peake

Service Operations Associate

JoAnn Ferradino

Sr. Client Service Specialist
Jody Wyatt

Jody Wyatt

Sr. Client Service Specialist
Mercer Advisor Logo

Joe Scotti

Client Service Specialist

Jonathan Pusey

Service Operations Associate

Ready to get started?

Mercer Advisors Team