Talk to New York City Financial Advisor
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
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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
Rodney Alvarado
Regional Vice President
Justin Cramer
Client Service Specialist
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
Rafael Arellano
Wealth Advisor
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
Matthew McCarthy
Tax Manager
Charlene Maruska
Sr. Client Service Specialist
Magdanny Jara
Tax Advisor
Melissa Gioielli
Tax Advisor
Mendim Gecaj
Wealth Advisor
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
Sr. Client Service Specialist
Ben Gyulambaryan
Wealth Advisor
David Haman
Sr. Wealth Advisor
Madeline I. Noveck
Sr. Wealth Advisor