Financial Advisors in Santa Barbara

Our Santa Barbara 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 Santa Barbara Advisor

Jeremiah H. Barlow

Executive Vice President, Head of Family Wealth Services

Sheryl Berkowitz

Client Associate

Chanelle Van Pelt

Associate Planner

Alexandra Chambers

Estate Planning Attorney

Matt Cook

Client Advisor and Branch Manager

Doug Fabian

Executive Vice President

Lisa Hensley

Client Associate

Jeff Katz

Regional Vice President

Sydney Kirkes

Client Associate

Stefani Kohler

Associate Planner

Nicholas Ladaga

Client Associate

Will Mannon

Head of Sales

Jeff Minc

Financial Planner

Jonathan Mitchell

Client Advisor

Kelly Palmer

Client Advisor

Justin Shane

Financial Planner

Adam Stanowick

Client Associate

Emi Umezawa

Client Advisor

Yvonne Wood

Client Advisor

Talk to Us.

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