Jessica Caruso, Executive Managing Director at Mercer Advisors, has been honored as one of Pacific Coast Business Times’ 40 Under 40, recognizing her outstanding leadership and impact in the financial services industry. Overseeing 20 offices across the western U.S., Jessica leads the firm’s national client experience strategy, delivering on the “family office for your family” promise of Mercer Advisors. A shareholder and member of our investment committee, she also contributes to our value-based investing subcommittee, helping shape the future of responsible investing.

Jessica’s nearly 20-year career at Mercer Advisors reflects a deep commitment to mentorship, innovation, and community engagement. She co-founded InvestHERs, a firmwide initiative to empower women investors and professionals, and helped launch a mentorship program that continues to support the next generation of women in finance.

Jessica’s leadership in the West inspires our wealth advisors to deliver exceptional service and help our clients amplify and simplify their financial lives.

Learn more about the award here: https://www.pacbiztimes.com/40-under-40-4/

Pacific Coast Time 40 Under 40, 2025 – In order to qualify, the individual must meet three criteria: 1) the person nominated must be under 40 on the date of publication, 2) the person must contribute to the Central Coast through professional or volunteer capacities, and 3) the person must not have been previously honored in an earlier 40 Under 40 class.  Pacific Coast Times received 120 nominations for this year’s class. To compile the final list of 40 honorees, the editorial team reviewed many factors including professional accomplishments, outside recognition, community involvement, and peer support.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.