Eric began his career in the financial services industry in 1996. Prior to joining Mercer Advisors, he worked at State Street Global Advisors, Morgan Stanley, and State Street Bank & Trust providing a broad array of financial services to both high-net-worth individuals and institutional clients. Most recently, Eric was a vice president/regional consultant at State Street Global Advisors. He graduated from Ohio Wesleyan University with a Bachelor of Arts in Economics Management, holds the FINRA Series 66 License, and is a CERTIFIED FINANCIAL PLANNER^TM professional. Originally from the Hartford, CT area, Eric now resides in Massachusetts, with his wife and son. In his spare time, he enjoys relaxing with family and friends, walking the dog, and playing basketball.

Roain started his career in the financial services industry in 2016 as an associate advisor at a comprehensive and tax planning wealth management firm in New York City. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Roain graduated from Alfred State – SUNY College of Technology with a bachelor’s degree in Human Services Management, where related areas of study include: psychology, behavior, counseling and business management. He went on to earn a Master of Science degree in Personal Financial Planning from Texas Tech University. Roain is passionate about serving others and helping them achieve their goals, so they can worry less and live a more fulfilling life.

Charlene has over thirty years of diversified administrative services experience. She joined Traust Sollus Wealth Management as a Senior Administrator in 2011, and joined Mercer Advisors in 2018 via Mercer Advisors’ acquisition of Traust Sollus. Prior to joining Traust Sollus, Charlene was the Assistant to the President & CEO and Administrative Services Manager at Robert Wood Johnson University Hospital Hamilton. She has handled matters of complexity and confidentiality and possesses a strong customer service ethic. She enjoys sunrises and sunsets on the beach and spending time with her family.

Pam joined Pinnacle Investment Management in 2012, which was acquired by Mercer Advisors in 2018. She brings over fifteen years of customer service and marketing experience. Pam received her Bachelor of Science degree from DeSales University. She lives in Simsbury, Connecticut with her husband Mike and daughter Kayla. In her free time, she enjoys gardening and traveling.

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.

With more than twenty years of wealth management and financial planning experience, Rodney is passionate about developing new client relationships. Prior to joining Mercer Advisors, Rodney was a Market Director for JP Morgan Chase where he led a team of advisors helping them develop their planning and investment portfolio skills. He started his career at Fidelity Investments as a financial planning consultant, where he helped clients develop a comprehensive plan to reach their financial goals. Later he worked at Charles Schwab as a financial consultant where he continued to work with high-net-worth families with complex needs, charitable giving, and trust accounts. Rodney earned his BA from Fordham University and holds the CERTIFIED FINANCIAL PLANNER™ certification, in addition to the FINRA Series 66 license. Rodney lives in New Jersey with his wife and two young children.

Ed began his career in the Financial Services Industry in 2004. Prior to Joining Mercer, he spent most of his career with TD Ameritrade providing wealth solutions for high-net-worth clients as a Senior Financial Consultant before becoming a Branch Manager in New York City. Ed’s strong financial planning background stems from his time as a Financial Advisor with Ameriprise Financial and expanded as an Account Executive with Fidelity Investments. He graduated from The University of Delaware with a Bachelor of Science in Business Administration and holds the FINRA Series 66 license. Ed is a competitive endurance athlete where he has earned such honors as All World Athlete for his Ironman triathlon competitions. Ed resides in Massapequa Park, NY with his wife, Megan, and their son Keegan.

Kevin has been helping high-net-worth families manage their wealth since 2005. Prior to joining Mercer Advisors, Kevin worked as a wealth management advisor at TIAA-CREF where he specialized in the distinct needs of those working in the academic, research, medical, and cultural fields. He graduated from Loyola University in Maryland with a degree in International Business, and studied abroad at the International School for Economics in Rotterdam. Kevin holds the FINRA Series 66 License. He currently resides in Havertown, Pennsylvania with his wife, Ellie, and their three boys, Braeden, Christian and Andrew.