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
Morgan-Barnwell

Morgan Barnwell

Client Service Specialist

Mychelle Malveaux

Client Service Specialist
Nadege Maximin-Fiester headshot

Nadege Maximin-Fiester

Manager, Client Service
Naeshia Mota

Naeshia Mota

Manager, National Client Service Specialist

Narai Henderson

Client Service Specialist

Nathan Schams

Client Service Specialist
Mercer Advisor Logo

Nathan Touchberry

Client Service Specialist

Necasio Ekelund

Relationship Manager

Nicholas Gargiulo, CFS

Relationship Manager
Nicholas Kneibert headshot

Nicholas Kneibert

Financial Planner

Nicholas Seaquist

Client Service Specialist
Nick Gomez

Nick Gomez

Client Service Specialist
Nicole Hankins - Sr. Client Service Specialist

Nicole Hankins

Sr. Client Service Specialist
Owen Good headshot

Owen Good

Relationship Manager
Pamela Brown

Pamela Brown

Client Service Specialist

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