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
Joseph Young
Sr. Wealth Advisor, Sr. Director
Joseph Young
Sr. Wealth Advisor, Sr. Director
CFP®, MBA, MSF, CRPC®
Joseph began his career in wealth management in 2004. Prior to joining Mercer Advisors, he worked at Merrill Lynch Global Wealth and Investment Management as a senior wealth management and portfolio advisor. At Merrill Lynch, Joseph specialized in financial, estate, and investment planning for high-net-worth individuals and institutions. He holds dual Master’s degrees in Finance and Business Management from Johns Hopkins University. Joseph lives in Old Town Alexandria with his wife and two children.
Marcus Cooper
Wealth Advisor
Marcus Cooper
Wealth Advisor
Marcus joined Mercer Advisors after many years with Morgan Stanley, where he focused on multigeneration investment planning for families and small businesses. With a passion for financial education, Marcus partners with clients to ensure they have a deep level of comfort and clarity with their financial plan. Marcus is a Virginia native, and his connections to the state run very deep, as the business community there has recognized his family's significant leadership contributions for several generations. He's a graduate of the University of South Carolina, and he's a member of St. Paul's Episcopal Church in Richmond, where his wife serves as an associate rector. He's also involved with Junior Achievement of Central Virginia, the Patrick Henry School of Science and Arts, Firehouse Theatre, and the Monticello Association.
Melissa Allen
Client Service Specialist
Melissa Allen
Client Service Specialist
Melissa began her career in financial services in 2017 with Cobblestone Asset Management as a Client Services Associate and has a strong background in operations management. She received her bachelor's degree in Finance from Liberty University. As a Client Service Specialist, she serves as the first point of contact to answer general questions and is dedicated to assisting her team and clients in all aspects of client servicing including scheduling and helping to prepare for meetings, making general account updates, and handling money movement request. Outside of the office, Melissa enjoys spending time with her husband (Sean) and son (Parker), as well as enjoying some of Virginia's lakes and exercising.
Jody Wyatt
Client Service Specialist
Jody Wyatt
Client Service Specialist
Jody began her financial services career in 2002 with Prudential Financial as an Investment Associate. She is dedicated to assisting her team in all aspects of client services. She enjoys interacting with clients and helping them meet their short-term and long-term financial goals. Jody graduated from Radford University with a focus in Marketing. At Mercer Advisors, she is committed to maintaining strong client relationships and providing exceptional service.
Kristina Gillis-Phelps
Client Service Specialist
Kristina Gillis-Phelps
Client Service Specialist
Kris joined Pinnacle Wealth Solutions in 2004 and later Mercer Advisors in 2021. She provides clients and our team with exceptional support. Her duties include client meeting preparation, performing all account trades, and processing IRA annual required minimum distributions. Kris enjoys playing a part in our clients' lives and helping them enjoy the things that matter to them.
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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