Meet Your San Francisco - Russ Building Team
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.
235 Montgomery Street
Suite 1020
San Francisco, California 94104
415.501.9192
Hours: 8AM – 5PM, Monday – Friday
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Meet Your San Francisco - Russ Building Team
Kelly Woodward
Client Service Specialist
Lonnie Dorn
Client Advisor
Maunsel Hickey
Wealth Advisor
Tim Kallas
Regional Vice President
Veronica Rubio
Regional Vice President