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
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Max Brown

Max Brown

Client Service Specialist
Meagan Blazier

Meagan Blazier

Client Service Specialist
Meghan Frank

Meghan Frank

Client Service Specialist

Mehdi Fernando

Manager, Client Service

Melissa Patenaude

Relationship Manager
Melissa Vance headshot

Melissa Vance

Sr. Client Service Specialist

Melody Manzanedo

Manager, Client Service
Merideth Gillis

Merideth Gillis

Client Service Specialist

Mia Boteler

Client Service Specialist

Michael Caponera

Assistant Account Manager

Michael Olmert

Relationship Manager

Michon McCabe

Client Service Specialist

Mikayla Ploof

Client Service Specialist
Miles Hale - Client Service Specialist

Miles Hale

Client Service Specialist

Miranda Nusbaum

Sr. Client Service Specialist

Moises Juarez

Relationship Manager

Mychelle Malveaux

Client Service Specialist

Ready to get started?

Mercer Advisors Team