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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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

Patricia (Patsy) Goodrich

Client Development Associate
Patrick Bacon

Patrick Bacon

Client Service Specialist

Fairport

Patryk Kaczowka

Relationship Manager

Peter Frisell

Service Operations Associate

Santa Barbara

Peter Haldeman

Client Development Associate

Phuong Tran

Relationship Manager

San Francisco

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Mercer Advisors Team

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