Meet Your Team
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 Planners™, 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.
151 Kalmus Drive
Costa Mesa, California 92626
Hours: 8AM – 5PM, Monday – Friday
Meet Your Costa Mesa Team
Tracy O. Jackson
Client Advisor and Branch Manager