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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in West Hartford

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 West Hartford area

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

Eric Anderson

Sr. Wealth Advisor

Eric Anderson

Eric Anderson

Sr. Wealth Advisor

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 PLANNERTM 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 Saunders

Associate Wealth Advisor

Roain Saunders

Roain Saunders

Associate Wealth Advisor

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 Maruska

Regional Service Manager

Charlene Maruska

Charlene Maruska

Regional Service Manager

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.

Pamela Greene

Sr. Client Service Specialist

Pamela Greene

Pamela Greene

Sr. Client Service Specialist

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.

Carynna Mott

Client Service Specialist

Carynna Mott

Carynna Mott

Client Service Specialist

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.

Timothy Schmidt

Regional Vice President

Timothy Schmidt

Timothy Schmidt

Regional Vice President

For over 20 years, Timothy has been helping families, businesses, and institutions create better financial plans and investment outcomes. Prior to becoming Regional Vice President at Mercer Advisors, he held leadership roles at Wainwright Investment Counsel, TD Ameritrade, and Charles Schwab & Co. Timothy has a bachelor of liberal arts degree in social science and a master of liberal arts degree in finance from the Harvard University Extension School. He also holds the FINRA Series 65 license. Timothy lives in Lexington, Massachusetts, with his wife and two boys. He enjoys skiing, hiking, and reading about behavioral economics. He's a volunteer board member for the Lexington Education Foundation and Lexington High School Soccer Boosters, and a pro bono consultant for the Harvard Business School Association of Boston Community Action Partners.

Rodney Alvarado

Regional Vice President

Rodney Alvarado

Rodney Alvarado

Regional Vice President

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.

Edward Dunphy

Regional Vice President

Edward Dunphy

Edward Dunphy

Regional Vice President

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 Dillon

Regional Vice President

Kevin Dillon

Kevin Dillon

Regional Vice President

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.

Nadia Dubowyj

Wealth Strategist

Nadia Dubowyj

Nadia Dubowyj

Wealth Strategist

CFP®, CFA, MST, MBA

ndubowyj@merceradvisors.com

With over 15 years’ experience in financial services, Nadia joined Mercer Advisors in January 2023. Before that, she worked as an advisor and a planner at several registered investment advisors and as a financial advisor at Merrill Lynch holding Series 66 securities license. She obtained her Bachelor of Science degree in business administration from the University of New Hampshire, her MBA from Bentley University, and her master’s in taxation from Northeastern University. She resides in Connecticut, where she enjoys sailing, running, and biking.

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.