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
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Tony Bullocks

Relationship Manager

Tracy Friedel

Service Operations Associate
Trevor Combs

Trevor Combs

Relationship Manager

Trisha Miller

Manager, Client Development Associates

Trista Hill

Relationship Manager

Tyler Frank

Client Service Specialist
Tyler Weinrich

Tyler Weinrich

Client Service Specialist

Valerie Glueck

Relationship Manager

Vickie Willard

Client Services Specialist

Victoria Mitchell

Relationship Manager

Virginia Cramp

Sr. Client Service Specialist

Virginia Rutland

Client Service Specialist

Wesley Tagoe

Relationship Manager
Yasmin McLocklin

Yasmin McLocklin

Sr. Client Service Specialist

Yvette Angora

Lead Account Operations Specialist

Ready to get started?

Mercer Advisors Team