Due to COVID-19, our physical offices are temporarily closed and employees are working remotely. We are still able to provide you with timely advice. If you would like to speak with an advisor please reach out via phone or online. For more information navigating these recent events, please visit our resource page.

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 PLANNERS™, 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.

Speak with a Newport Beach Advisor

Meet Your Newport Beach Team

David Askew

David Askew

Client Advisor and Branch Manager

J.J. Boot

J.J. Boot

Client Associate

Yisen Cai

Yisen Cai

Client Advisor

Grace Chyun

Grace Chyun

Client Associate

Elizabeth B. deSousa

Elizabeth B. deSousa

Client Advisor

Mark Doran

Mark Doran

Senior Tax Director

Kara Duckworth

Kara Duckworth

Client Advisor and Managing Director of Client Experience

Susan Evans

Susan Evans

Client Associate

Kevin Jack

Kevin Jack

Client Advisor and Regional Director

David Kerber

David Kerber

Client Advisor and Branch Manager

Brandon Kurz

Brandon Kurz

Financial Planner

Stephen I. Lee

Stephen I. Lee

Client Advisor

Laura Madariaga

Laura Madariaga

Client Associate

Jeffrey Marchiorlatti

Jeffrey Marchiorlatti

Regional Vice President

Bryan Powers

Bryan Powers

Regional Vice President

Denise Rhodey

Denise Rhodey

Senior Client Associate

Tyler Smith

Tyler Smith

Client Advisor

Erik W. Thurnher

Erik W. Thurnher

Client Advisor

Talk to Us.

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