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.

Adam Oliver Image

Adam Oliver, CFP®

Wealth Advisor

Denver – Greenwood Village

Adelaide Magee

Addy Magee, CFP®

Wealth Advisor

Boston – West

Alan Davis

Wealth Advisor

San Diego – Scripps Ranch

Alan McKnight, DBA, CFP®

Sr. Wealth Advisor

Alec Quaid, CFP®, CEPA®

Wealth Advisor

Denver – Greenwood Village, Jackson, Colorado Springs

Alejandro Aguilar

Alejandro H. Aguilar, CFA®, CFP®, MBA

Wealth Advisor

Alexa Willis

Alexa Willis, CFP®

Wealth Advisor

Alexis Dudley, CFP®, CAP®

Wealth Advisor

Alice McDermott

Alice McDermott, CFP®

Sr. Wealth Advisor

Alicia-Carinalli

Alicia Carinalli, CFP®

Wealth Advisor

Boise – Downtown, Boise, Eagle, Sun Valley

Alicia Chiamulera, CFP®

Wealth Advisor

Alicia Donahue, CRPC®

Wealth Advisor

Amanda Muse

Sr. Wealth Advisor

Andrew Rotz, CFP®, MBA

Wealth Advisor

Andrew Shannon

Andrew Shannon, CFP®

Wealth Advisor

Anthony Lugo, CFP®, CEPA

Wealth Advisor

Anuska Kovalcheck

Anuska Kovalcheck, CFP®, EA

Wealth Advisor

Aubrey Keohane

Audrey Baker, CFP®, NSSA®

Wealth Advisor

Boston – West, Hingham

Austin-Lewis

Austin Lewis, JD, MBA, CFP®

Wealth Advisor

Denver – Greenwood Village

Barry Cohen, CPA, CFP®, CIMA®, CPWA®

Sr. Wealth Advisor

Melville, New York

Ready to get started?

Mercer Advisors Team

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Investment Management

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Investment Management

The Roles of Bonds in a Portfolio and Why Returns Are Slightly Negative — Insights From Our CIO

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