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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Miles Hale - Client Service Specialist

Miles Hale

Client Service Specialist

Santa Barbara

Miranda Nusbaum

Sr. Client Service Specialist

Bend, Bend – Downtown

Moises Juarez

Relationship Manager

Walnut Creek

Mychelle Malveaux

Client Service Specialist

Austin, Covington, Houston

Naeshia Mota

Naeshia Mota

Manager, National Client Service Specialist

Walnut Creek

Narai Henderson

Client Service Specialist

Owings Mills

Natalie Sourial

Relationship Manager

Natalie White

Service Operations Associate

Santa Barbara

Nathan Schams

Client Service Specialist

Onalaska

Necasio Ekelund

Relationship Manager

Atlanta

Nicholas Gargiulo, CFS

Relationship Manager

Manasquan

Nick Gomez

Nick Gomez

Client Service Specialist

Newport Beach

Nicole Hankins - Sr. Client Service Specialist

Nicole Hankins

Manager, Client Service

Fort Collins, Denver

Nikki Keophet

Client Service Specialist

Jacksonville

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Mercer Advisors Team

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What Clients Ask

Questions to Ask When Choosing a Financial Advisor

August 13, 2026

Investment Management

Financial Planning Is a Prerequisite to Successful Investing

August 12, 2026

Investment Management

Portfolio Diversification: How To Build a More Resilient Investment Strategy

August 10, 2026

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