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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Rochester

We get you to think about money like you’ve never thought about it before

Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.

Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.

We’re built differently

Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio

Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
 
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
 
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.

Put simply, we help oversee and connect all the dots of your financial life.

Meet our talented wealth advisors in the Rochester area

They’re here to help you connect all your financial dots

Brian Picariello

Managing Director

Brian Picariello

Brian Picariello

Managing Director

Brian began his wealth management career in 1995 at Arthur Anderson & Co. as a tax accountant. His areas of expertise include financial planning, income tax planning, estate planning, and risk management strategies for high net worth individuals and their families. Prior to joining Mercer Advisors, Brian worked as a wealth strategist at Merrill Lynch and most recently as a wealth advisor at Traust Sollus Wealth Management. He graduated from Albright College with a Bachelor of Science in Accounting as well as Rutgers School of Business, where he earned an MBA with a concentration in finance.

Janice Donovan

Client Service Specialist

Janice Donovan

Janice Donovan

Client Service Specialist

Janice strives to provide exceptional customer service to clients in a variety of areas. She supports the advisors in operations in areas such as new account opening, money movement, trading, reporting and research. Janice has over 30 years of experience in the financial services industry beginning as a receptionist and growing within the industry over the years assisting advisors within the operations department. Janice joined Mirsky Financial Management Corp in 2018. Prior to joining Mirsky, she worked as a client services associate at Tompkins Financial Advisors. Janice lives in Brighton, NY with her husband, Jim, along with 2 rescue dogs named Zach and Guinness. Her hobbies include reading, camping, and traveling.

Carol Maloney

Client Service Specialist

Carol Maloney

Carol Maloney

Client Service Specialist

Carol works diligently to ensure that clients receive the best service possible by managing the branch’s front office and administrative staff. Carol joined the Mirsky Financial Management Corp. team in June 2015. Carol has worked in the financial industry for over 30 years as a client services associate for several financial companies supporting the needs of various departments. In addition to providing administrative support, Carol is responsible for ensuring the accuracy of client information and supporting client communications through scheduling client meetings, quarterly reporting, and tax processing. Carol lives in the town of Fairport with her husband Bill and their two Labrador Retrievers: Holly and Cooper. They enjoy spending time with their 5 children and their 6 grandchildren and vacationing at the shore.

DeAnna Bochno

Client Service Specialist

DeAnna Bochno

DeAnna Bochno

Client Service Specialist

Bernie Salamone

Senior Wealth Advisor

Bernie Salamone

Bernie Salamone

Senior Wealth Advisor

Bernie’s approach to financial planning is driven by his experiences as an estate planning attorney. As a result of his experience in taxation, Bernie is skilled at identifying critical issues affecting client’s tax and financial planning. Bernie received his JD from State University of New York and both a Bachelor’s degree and an MBA in Finance and Accounting from the University of Rochester. Bernie began his career in financial services in 2001 and joined Mirsky Financial Management Corporation in 2012. Bernie also provides experienced guidance and alternative solutions for families facing long-term care financial decisions. Bernie resides in Penfield with his wife and two children. He is an avid soccer fan and tennis player and serves on the Finance Committee at McQuaid Jesuit High School.

Dave Mirsky

Senior Wealth Advisor

Dave Mirsky

Dave Mirsky

Senior Wealth Advisor

CPA, PFS, CFP, CMA

dmirsky@merceradvisors.com

Dave draws upon his public accounting experiences and strong tax and finance background when serving clients. Dave began his career in financial services in 1991 after graduating from University of Rochester with an MBA in Finance and Entrepreneurship. Dave earned his Bachelor’s degree in Accounting/Economics from State University of New York. Dave founded Mirsky Financial Management Corporation in 1999. With a highly focused eye for detail and a methodical and thorough approach to financial planning, Dave is keenly attuned to identifying opportunities for his clients to generate and accumulate wealth. Dave provides expertise in tax-efficient strategies for corporations, partnerships, sole proprietorships, and families who own closely-held entities. Dave has two adult children and coaches’ youth baseball as a volunteer and enjoys an occasional round of golf.

We’ll team you up

with one of our talented wealth advisors who’ll help you connect all your financial dots

We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.


Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.