We get you to think about money like you’ve never thought about it before
Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.
Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.
Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio
Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.
Put simply, we help oversee and connect all the dots of your financial life.
They’re here to help you connect all your financial dots
Ryan enjoys helping families find ways to further enrich their lives through financial planning. He uses his knowledge as a CERTIFIED FINANCIAL PLANNER™ professional to help his clients through all facets of their financial planning journey, helping them to feel comfortable knowing their finances are in order. Ryan has a broad background in finance, banking, mortgages, and investments. He joins Mercer Advisors from a boutique wealth management firm, having previously worked for JP Morgan Chase and Morgan Stanley. Ryan was born and raised in Florida and is a graduate of the University of South Florida. He spends leisure time either boating, or at the beach with his wife, Stephanie, and son, Jax.
Scott was born and raised in Boca Raton, Florida. He began his financial career in 2017 as an analyst in New York City, and honed his financial planning skills in South Florida with Adam Financial Associates. Joining Mercer Advisors in 2019, he looks forward to helping clients meet their personal, professional, and financial goals. Scott attended St. Francis College in Brooklyn, NY where he played collegiate water polo and graduated with a Bachelor of Arts degree in economics with a concentration in finance. Scott holds the Financial Paraplanner Qualified Professional™ designation. Outside of work, Scott enjoys spending time with his family and is a huge Florida sports fan.
Sr. Manager, Client Service
Sr. Manager, Client Service
with one of our talented wealth advisors who’ll help you connect all your financial dots
We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.
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Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.