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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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 Baldini

Relationship Manager
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

Owen Good headshot

Owen Good

Relationship Manager, Regis

Walnut Creek

Pamela Brown

Pamela Brown

Client Service Specialist

Newport Beach

Parker Montgomery

Assistant Account Manager

Encino

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Mercer Advisors Team

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