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Financial Advisors in New York City

Located in the heart of New York City, across the street from Grand Central, our office together with the entire Mercer Advisors team bring CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and 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

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About Us

Mercer Advisors has over 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

Karen Nucci

Client Service Specialist

Edward Dunphy

Regional Vice President

Jason O’Meara

Wealth Advisor

Steven Crevar

Associate Wealth Advisor

Amanda Caster

Client Service Specialist

Michelle Elia

Client Service Specialist

Angel Colon

Wealth Advisor

James Werner

Senior Regional Sales Associate

Susan Portnoi

Sr. Wealth Advisor

Irina Polyakova

Vice President, Senior Tax Advisor

Brian Picariello

Managing Director

Amanda O’Sullivan

Client Service Specialist

Barry Newman

Vice President, Senior Tax Advisor

Matthew McCarthy

Senior Tax Advisor

Charlene Maruska

Sr. Client Service Specialist

Magdanny Jara

Tax Advisor

Melissa Gioielli

Tax Advisor

Mendim Gecaj

Financial Planner

Tammy Cooper

Sr. Financial Planner

Laura Carrasco

Tax Manager

Andrew Caceres

Tax Manager

Bryan Bielawski

Sr. Wealth Advisor

Kevin Dillon

Regional Vice President

Jesse Mignone

Client Service Specialist

Li Huang

Client Service Specialist

Ben Gyulambaryan

Associate Wealth Advisor

David Haman

Sr. Wealth Advisor

Madeline I. Noveck

Sr. Wealth Advisor

Awards

News

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