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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Morristown

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.

We’re built differently

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.

Meet our talented wealth advisors in the Morristown area

They’re here to help you connect all your financial dots

Jason O’Meara

Wealth Advisor, Sr. Director

Jason O’Meara

Jason O’Meara

Wealth Advisor, Sr. Director

Jason began his financial planning career in 2011 when he joined Prudential Financial. His areas of expertise include, but are not limited to, high-net-worth financial planning, executive compensation planning, and investment advisory. He graduated from Holy Family University in 2012 with a bachelor of science degree in business administration and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2016. Jason lives with his wife, daughters, and their dog in Jamison, Pennsylvania. In his free time, he enjoys golfing, working on cars, and playing guitar.

Susan Portnoi

Sr. Wealth Advisor

Susan Portnoi

Susan Portnoi

Sr. Wealth Advisor

Susan began her career in wealth management at Traust Sollus Wealth Management (fka Zdenek Financial Planning) in 2007. In addition to providing investment advisory services, her areas of expertise include comprehensive financial and cash flow planning, which incorporates income tax planning, estate planning, and risk management services. Her client base is primarily comprised of executives (due to her deep knowledge of executive compensation and benefit plans), professionals, and retirees. Prior to becoming a wealth manager, Susan practiced as a CPA at Touche Ross specializing in income taxes for individuals, estates and trusts and then worked as a tax consultant for Delphi Asset Management serving high net worth individuals, estates and trusts. She received a Bachelor’s of Business Administration, with a major in accounting, from the University of Miami and a Masters of Taxation from Seton Hall University and holds a Personal Financial Specialist designation from the American Institute of Certified Public Accountants. Susan is the current co-chair of the Women’s Division of the Financial Planning Association of New Jersey and holds a board of trustees position, serving as the treasurer of Roots & Wings Foundation, a New Jersey not-for-profit organization providing housing and support services for young adults who have aged out of the foster care system.

Steven Crevar

Wealth Advisor

Steven Crevar

Steven Crevar

Wealth Advisor

Steven is dedicated to helping individuals and families achieve their financial goals, now and in the future. With nearly two decades of experience in the financial planning field, Steven has developed a comprehensive understanding of how to best serve clients. His primary focus is on customizing wealth management solutions for high-net-worth individuals and executives. He works closely with clients to understand their unique objectives and to create a personalized holistic financial plan that aligns with their goals. He also helps in navigating complex financial situations such as estate planning, tax planning, and retirement planning. Steven believes that open communication and trust are key components of a successful advisor-client relationship, and he strives to build strong, long-term partnerships. In addition to being a Wealth Advisor, he's most proud of spending time with his wife and their two children.

Rafael Arellano

Wealth Advisor

Rafael Arellano

Rafael Arellano

Wealth Advisor

Rafael began his career in the financial services industry in 2015. Prior to joining Mercer Advisors, he was a Financial Planning Intern while completing a degree in Financial Planning from William Paterson University. As a CERTIFIED FINANCIAL PLANNER ™ professional, Rafael focuses on building generational financial plans to guide clients up to and through retirement. Rafael has created a specialty in solutions for clients in structuring efficient repayment plans for student loan borrowers. Rafael and his wife reside in Wayne, New Jersey and enjoy spending time with their Corgi puppy, Cynthia.

Tammy Cooper

Sr. Financial Planner

Tammy Cooper

Tammy Cooper

Sr. Financial Planner

Tammy began her career in the financial services industry in 2006. Prior to joining Mercer Advisors, she worked at Amper Financial providing planning services to women in transition, specifically those recently emerging from divorce and widowed. Her experiences have provided her the skills to help individuals and families achieve their financial goals. Tammy graduated from Rider College with a degree in accounting. Tammy is also a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNERTM professional. She worked at Grant Thornton for nearly twelve years providing attest, review and compilation services to corporate clients. Tammy lives in South Brunswick, New Jersey with her husband and two daughters.

Bryan Corbitt

Financial Planner

Bryan Corbitt

Bryan Corbitt

Financial Planner

Bryan began his career in 2005, as a financial advisor at Smith Barney. Prior to joining Mercer Advisors, he also worked at the New York Life Insurance Company, Guardian Life Insurance Company, and Northwestern Mutual, where he assisted advisors with financial planning and investment analysis. He has experience creating financial planning software and vetting money managers. Bryan graduated from Guilford College and the University of California-Riverside, with bachelor's and master's degrees, respectively. Bryan is a Certified Financial Analyst® (CFA®) charter holder and a CERTIFIED FINANCIAL PLANNER™ professional. He lives in Hoboken, New Jersey, with his partner and their Cavalier King Charles spaniel. In his spare time, you can find him riding nowhere, on a Peloton bike.

Amanda O’Sullivan

Sr. Client Service Specialist

Amanda O’Sullivan

Amanda O’Sullivan

Sr. Client Service Specialist

Amanda began her financial services career in 1988, providing executive support to a Department Head and Managing Director at The First Boston Corporation. Following the merger to Credit Suisse First Boston, the Managing Director moved to Solomon Brothers and Amanda was offered and accepted a department management position. She has held several senior corporate and individual client and administrative managerial roles within Solomon Brothers, Solomon Smith Barney, Inc., Citigroup, and Traust Sollus Wealth Management bringing with her a wealth of knowledge in client and advisor services. Amanda has worked in many roles of the financial industry giving her a wide vision of the industry and client needs. She enjoys running and leading women’s conferences and groups, and traveling and spending time with her family.

Anne Kerrigan

Client Service Specialist

Anne Kerrigan

Anne Kerrigan

Client Service Specialist

Anne began her financial career as a municipal bond clerk at Herzfeld & Stern, where, learning from the ground up, she gained a clear understanding of business complexities. She soon pursued her degree in business administration and continued her career in corporate client service. Her background includes 12 years as a Senior Associate with PricewaterhouseCoopers and, more recently, four years in real estate sales. She has specialized in client relationship management, content management, and financial reporting and analytics. Along with her exemplary work ethic, Anne has a positive and friendly personality, and she cares deeply about providing the highest level of service. In her free time, she enjoys painting seascapes and landscapes, decorating her home in Mendham, NJ and participating in outreach programs to help those in need.

Mathew Carrigy

Client Service Specialist

Mathew Carrigy

Mathew Carrigy

Client Service Specialist

Brian Picariello

Managing Director

Brian Picariello

Brian Picariello

Managing Director

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.

Stacy Reen

Regional Sales Associate

Stacy Reen

Stacy Reen

Regional Sales Associate

Charlene Maruska

Sr. Manager, Client Service

Charlene Maruska

Charlene Maruska

Sr. Manager, Client Service

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.

We’ll team you up

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.