Financial Advisors in New York City
Located in the heart of New York City, across the street from Grand Central, our New York City office brings together CERTIFIED FINANCIAL PLANNER™ professionals, advisors, investment strategists, CPAs, estate planning attorneys all under one roof to help you achieve your goals.
122 East 42nd Street
Suite 2805
New York, New York 10168
888.603.3903
Hours: 8 AM – 5 PM, Monday – Friday
About Us
Mercer Advisors has more than 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a financial advisor in New York City that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation and goals and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey.
Financial Management to Help Maximize Wealth
Our New York City (Grand Central) financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:
- Retirement planning
- Trusts and estate planning
- Tax planning and return filing
- Insurance analysis
- Long term care / Medicare planning
- Company retirement plans
- Social security optimization
- Tax efficient investing
- Socially responsible investments
- Foundations & non-profits
- Donor advised funds & charitable trusts
- Education / college planning
- Cash flow / budget optimization
Meeting the Financial Needs of the New York City Community
We serve clients in New York City, the surrounding boroughs and Long Island, New York. From individuals and families, to business owners in various fields – we are here for you. The diverse background of our client base means we have the expertise to manage complex financial issues. We partner with our clients in navigating their financial situation and lead them on the right track for Economic Freedom. This includes equity compensation, highly concentrated positions, financial planning, tax planning, and estate planning.
Meet Your New York - Grand Central Team

Nicholas Semko
Managing Director

Al Zdenek
Executive Vice President

Kevin Dillon
Regional Vice President

Brendan Reidy
Regional Vice President

Edward Dunphy
Regional Vice President

James Werner
Regional Sales Associate

Madeline I. Noveck
Sr. Wealth Advisor

David Haman
Sr. Wealth Advisor

David DeVita
Wealth Advisor

Angel Colon
Wealth Advisor

Bryan Bielawski
Wealth Advisor

Ben Gyulambaryan
Associate Wealth Advisor

Mendim Gecaj
Financial Planner

Li Huang
Client Service Specialist

Jesse Mignone
Client Service Specialist

Amanda Caster
Client Service Specialist

Barry Newman
Vice President, Senior Tax Advisor

Irina Polyakova
Vice President, Senior Tax Advisor

Laura Carrasco
Tax Manager

Andrew Caceres
Tax Manager

Matthew McCarthy
Senior Tax Advisor

Magdanny Jara
Tax Advisor

Melissa Gioielli
Tax Advisor