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
Visit Us
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