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Financial Advisors in Bartlesville

Our advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts including, CERTIFIED FINANCIAL PLANNER™ professionals, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.

122 SW Frank Phillips Boulevard
Suite C
Bartlesville, Oklahoma 74003


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Meet Your Bartlesville Team

Susan Travis

Managing Director

Geoff Nelson

Regional Vice President

Todd LaLuzerne

Regional Vice President

Laura Thompson

Senior Regional Sales Associate

Carl Larimore

Wealth Advisor, Director

Patrick T. Moore

Client Advisor

Nicole Mosley

Associate Financial Planner

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