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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Theresia Reid - Sr Client Service Specialist

Theresia Reid

Sr. Client Service Specialist

Gallatin

Thomas Baillie

Relationship Manager

Timothy Yerkes

Relationship Manager

Charlotte

Tony Bullocks

Relationship Manager

Walnut Creek

Tracy Friedel

Service Operations Associate

Columbus

Trevor Combs

Trevor Combs

Relationship Manager

Charlotte

Trisha Miller

Manager, Client Development Associates

Newport Beach

Trista Hill

Relationship Manager

Columbus

Tyler Frank

Relationship Manager

Lake Placid

Tyler Weinrich

Tyler Weinrich

Client Service Specialist

Denver

Valerie Glueck

Relationship Manager

Houston

Vickie Willard

Client Services Specialist

Starkville

Victoria Mitchell

Relationship Manager

Walnut Creek

Virginia Cramp

Sr. Client Service Specialist

Bend, Bend – Downtown

Virginia Rutland

Client Service Specialist

Atlanta

Wesley Tagoe

Relationship Manager

Atlanta

Yasmin McLocklin

Yasmin McLocklin

Sr. Client Service Specialist

Atlanta

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Mercer Advisors Team

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