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
Barry Cohen
Sr. Wealth Advisor
Barry Cohen
Sr. Wealth Advisor
CPA, CFP®, CIMA®
Barry began his career in 1983 in public accounting earning his CPA. He then embarked on a 25-year corporate finance career as a financial executive at Morgan Stanley, McKinsey & Company, Inc., and Atlantic Philanthropies, Inc. In 2011 he decided to combine his interest in finance with his passion to help people attain financial well-being. He established his own wealth management practice providing holistic financial planning, tax, and investment advisory services. Barry recently joined Mercer Advisors because of their shared passion to help clients achieve their financial goals, its rich wealth management resources, and the opportunity to collaborate with talented financial professionals. Barry is also a CERTIFIED FINANCIAL PLANNER™ Professional and a Certified Investment Management Analyst®. He enjoys spending time with his wife, Karen and four children, playing guitar in a classic rock band, and being a life-long learner.
Charlene Maruska
Regional Service Manager
Charlene Maruska
Regional Service Manager
Charlene has over thirty years of diversified administrative services experience. She joined Traust Sollus Wealth Management as a Senior Administrator in 2011, and joined Mercer Advisors in 2018 via Mercer Advisors’ acquisition of Traust Sollus. Prior to joining Traust Sollus, Charlene was the Assistant to the President & CEO and Administrative Services Manager at Robert Wood Johnson University Hospital Hamilton. She has handled matters of complexity and confidentiality and possesses a strong customer service ethic. She enjoys sunrises and sunsets on the beach and spending time with her family.
Jesse Mignone
Client Service Specialist
Jesse Mignone
Client Service Specialist
Jesse began his career in the financial services industry in 2002. Prior to joining Mercer Advisors, he worked as portfolio and client operations manager for Ray Mignone and Associates. Jesse's areas of expertise are supporting client's cash flow needs, integrating technology and ensuring a high level of client satisfaction. He enjoys spending his free time with his wife and their three dogs.
Brian Picariello
Managing Director
Brian Picariello
Managing Director
CPA/PFS, CFA
Brian began his wealth management career in 1995 at Arthur Anderson & Co. as a tax accountant. His areas of expertise include financial planning, income tax planning, estate planning, and risk management strategies for high net worth individuals and their families. Prior to joining Mercer Advisors, Brian worked as a wealth strategist at Merrill Lynch and most recently as a wealth advisor at Traust Sollus Wealth Management. He graduated from Albright College with a Bachelor of Science in Accounting as well as Rutgers School of Business, where he earned an MBA with a concentration in finance.
Rodney Alvarado
Regional Vice President
Rodney Alvarado
Regional Vice President
With more than twenty years of wealth management and financial planning experience, Rodney is passionate about developing new client relationships. Prior to joining Mercer Advisors, Rodney was a Market Director for JP Morgan Chase where he led a team of advisors helping them develop their planning and investment portfolio skills. He started his career at Fidelity Investments as a financial planning consultant, where he helped clients develop a comprehensive plan to reach their financial goals. Later he worked at Charles Schwab as a financial consultant where he continued to work with high-net-worth families with complex needs, charitable giving, and trust accounts. Rodney earned his BA from Fordham University and holds the CERTIFIED FINANCIAL PLANNER™ certification, in addition to the FINRA Series 66 license. Rodney lives in New Jersey with his wife and two young children.
Edward Dunphy
Regional Vice President
Edward Dunphy
Regional Vice President
Ed began his career in the Financial Services Industry in 2004. Prior to Joining Mercer, he spent most of his career with TD Ameritrade providing wealth solutions for high-net-worth clients as a Senior Financial Consultant before becoming a Branch Manager in New York City. Ed’s strong financial planning background stems from his time as a Financial Advisor with Ameriprise Financial and expanded as an Account Executive with Fidelity Investments. He graduated from The University of Delaware with a Bachelor of Science in Business Administration and holds the FINRA Series 66 license. Ed is a competitive endurance athlete where he has earned such honors as All World Athlete for his Ironman triathlon competitions. Ed resides in Massapequa Park, NY with his wife, Megan, and their son Keegan.
Kevin Dillon
Regional Vice President
Kevin Dillon
Regional Vice President
CFP®, CRPC®
Kevin has been helping high-net-worth families manage their wealth since 2005. Prior to joining Mercer Advisors, Kevin worked as a wealth management advisor at TIAA-CREF where he specialized in the distinct needs of those working in the academic, research, medical, and cultural fields. He graduated from Loyola University in Maryland with a degree in International Business, and studied abroad at the International School for Economics in Rotterdam. Kevin holds the FINRA Series 66 License. He currently resides in Havertown, Pennsylvania with his wife, Ellie, and their three boys, Braeden, Christian and Andrew.
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.
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.
with one of our talented wealth advisors who will help you connect all your financial dots
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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