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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Melissa Vance headshot

Melissa Vance

Sr. Client Service Specialist

Atlanta

Melody Manzanedo

Manager, Client Service

Walnut Creek

Merideth Gillis

Merideth Gillis

Client Service Specialist

Livonia, Onalaska, Traverse City

Mia Boteler

Client Service Specialist

Spokane

Michael Caponera

Assistant Account Manager

Indian Wells

Michael Olmert

Relationship Manager

Atlanta

Michon McCabe

Client Service Specialist

Portland – South

Mikayla Ploof

Client Service Specialist

Lake Placid

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

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Mercer Advisors Team

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