Financial Advisors in Newport Beach
Our Newport Beach advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts, including CERTIFIED FINANCIAL PLANNER™ professionals, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.
620 Newport Center Drive
Suite 1030
Newport Beach, California 92660
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Meet Your Newport Beach Team
Yisen Cai
Client Advisor
Kevin Jack
Client Advisor and Regional Director
Bryan Powers
Regional Vice President
Kara Duckworth
Client Advisor and Managing Director of Client Experience
David Askew
Client Advisor and Branch Manager
Elizabeth B. deSousa
Client Advisor
Denise Rhodey
Senior Client Associate
Laura Madariaga
Client Associate
David Kerber
Client Advisor and Branch Manager
Mark Doran
Senior Tax Director
Tyler Smith
Client Advisor
Susan Evans
Client Associate
Jeffrey Marchiorlatti
Regional Vice President
J.J. Boot
Client Associate
Erik W. Thurnher
Client Advisor
Grace Chyun
Client Associate