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 Palatine

Our 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.

4801 Emerson Avenue
Suite 106
Palatine, Illinois 60067

847.303.1220

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Meet Your Palatine Team

Jerilyn Alport

Jerilyn Alport

Client Associate

Kevin Monson

Kevin Monson

Client Associate

Steve Roberts

Steve Roberts

Client Advisor and Branch Manager

Carin Roman

Carin Roman

Financial Planner

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