When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Westport

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 Westport area

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

Robert A. Medvey

Sr. Wealth Advisor

Robert A. Medvey

Robert A. Medvey

Sr. Wealth Advisor

CFP®, CPWA®, ChFC®, CLU®

rmedvey@merceradvisors.com

Robert has spent over 25 years providing clients with comprehensive financial planning and investment advisory service. Rob joined Mercer Advisors from Benemark where he was the Co-Founder. Robert is committed to tailoring plans to reflect individual timeframes, personal objectives, and preferences. He emphasizes a customized wealth management approach with a focus on providing actionable asset allocation advice. Robert received a bachelor’s degree in Economics from Marquette University. He also completed the Investments and Wealth Institute’s Certified Private Wealth Advisor (CPWA®) program at the Yale School of Management. A resident of Fairfield, CT, Robert has a strong community commitment and is a supporter of various local and international charities. He most enjoys spending time with his wife Christina and their young son, traveling to new places and creating new life experiences.

Gregg Padilla

Sr. Wealth Advisor

Gregg Padilla

Gregg Padilla

Sr. Wealth Advisor

For the past 30 years, Gregg has been providing clients with comprehensive financial planning and investment advisory services. He was a co-founder of Benemark, Inc., which was acquired by Mercer Global Advisors in February of 2022. Gregg helps organize his clients’ finances while establishing realistic life goals and uses his knowledge and real life experiences to guide and coach people into making healthy financial decisions for their family. Gregg earned his bachelor’s degree in Finance from The University of Tampa and earned the CERTIFIED FINANCIAL PLANNER™ certification in 2001. Gregg is a mentor to young students in his local community giving them the guidance they need as they embark on their own journey in the business world. Gregg is an avid golfer and proud father to two children.

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.

Nadia Dubowyj

Wealth Advisor

Nadia Dubowyj

Nadia Dubowyj

Wealth Advisor

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.

Roain Saunders

Wealth Advisor

Roain Saunders

Roain Saunders

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.

Claudia Paluch

Client Service Specialist

Claudia Paluch

Claudia Paluch

Client Service Specialist

Claudia has over 20 years of experience overseeing all areas of day-to-day client service operations. In addition to her financial operations expertise, Claudia brings a white-glove approach to client service. She is responsible for ensuring the accuracy of client information and supporting advisors in the areas of client communications, new account opening, money movement, and trading reporting. She is a state of Connecticut notary. Outside of work, Claudia is a licensed CT State Wildlife Custodian and Nuisance Wildlife Control Operator. Working closely with law enforcement, Claudia and her husband provide police K9s to departments and families around the country and actively support The Hometown Foundation (which focuses on five key program areas: Animal Welfare, Emergency Response Personnel, Individuals with Intellectual Disabilities or In Need, Major Illness, and the Military.)

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.

Charlene Maruska

Sr. Manager, Client Service

Charlene Maruska

Charlene Maruska

Sr. Manager, Client Service

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.

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.



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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.

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