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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Northeast
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Connor Jones, EA

Financial Planner

Daniel Amram

Financial Planner

Daniel Cook, CFP®, EA

Manager, Sr. Financial Planner

Ann Arbor

Elia Weg

Financial Planner

New York

Ernest Neeley, CFP®, MBA

Manager, Sr. Financial Planner

Houston

Evgenii Shtrikov

Financial Planner
Federico Avendano - Financial Planner

Federico Avendano

Wealth Strategist
Grant Wilson

Grant Wilson

Manager, Wealth Strategist
Haana Frannk

Haana Frank, CFP®

Director, Financial Planning

Onalaska

Harrison Vogel

Financial Planner

New York

Israel Cruz

Sr. Financial Planner

Jacob Cedor

Financial Planner

Woodbridge

Jacob Lynch, CFP®

Sr. Financial Planner

San Diego

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Mercer Advisors Team

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