Welcome to Mercer Advisors in Georgia

Georgia Financial Advisors

Mercer Advisors is proud to call Georgia home.

We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.

Georgia Leadership Team

Christopher Blackmon
Managing Partner
Georgia
Andrew Medders
Partner
Georgia
Brian Sullivan
Sr. Wealth Advisor
Georgia
G. Merrick Estes, Jr.
Managing Partner
Georgia
Harrison Fant
Principal
Georgia
Sarah Cannon
Principal
Georgia
Alan McKnight
Sr. Wealth Advisor
Georgia
Alexis Dudley
Wealth Advisor
Georgia
Andrew Shannon
Wealth Advisor
Georgia
Anuska Kovalcheck
Wealth Advisor
Georgia
Bill Ennis
Sr. Wealth Advisor
Georgia
G. Kyle Nadler
Sr. Wealth Advisor
Georgia
John Evans
Sr. Wealth Advisor
Georgia
Lisa Pastushok
Wealth Advisor
Georgia
Lizzie Gossett
Wealth Advisor
Georgia
Mariana Battista
Sr. Wealth Advisor
Georgia
Martin Aspin
Wealth Advisor
Georgia
Matt Heller
Sr. Wealth Advisor
Georgia
Melanie Fitzgerald
Wealth Advisor
Georgia
Nicholas Campbell
Sr. Wealth Advisor
Georgia
Noah Reichert
Wealth Advisor
Georgia
Patrick Moody
Wealth Advisor
Georgia
Richard Brad Mundy
Sr. Wealth Advisor
Georgia
Ron Kibbe
Sr. Wealth Advisor
Georgia
Ryan Badger
Sr. Wealth Advisor
Georgia
William Hinson
Sr. Wealth Advisor
Georgia
William Howard
Wealth Advisor
Georgia
Leah Manderson
Regional Vice President
Georgia
Alicia Smith
Director of Client Development – HNW Program Manager
Georgia
Alissa Mayes
Service Operations Associate
Georgia
Amanda Coffey
Client Service Specialist
Georgia
Angela Tucker
Relationship Manager
Georgia
Cole Wenda
Client Service Specialist
Georgia
Erica Lloyd
Client Service Coordinator
Georgia
Francheska Hill
Sr. Client Service Specialist
Georgia
Ivan Lopez Colon
Sr. Client Service Specialist
Georgia
Jefferson Bell
Relationship Manager
Georgia
Jill Varnum
Manager, Client Service
Georgia
Lillian Patrikios
Sr. Client Service Specialist
Georgia
Luana Puglisi
Manager, Client Service
Georgia
Melissa Vance
Sr. Client Service Specialist
Georgia
Michael Olmert
Relationship Manager
Georgia
Necasio Ekelund
Relationship Manager
Georgia
Sana Alsalman
Sr. Client Service Specialist
Georgia
Tamieka Bonner
Relationship Manager
Georgia
Tavia Williams
Client Service Specialist
Georgia
Virginia Rutland
Client Service Specialist
Georgia
Wesley Tagoe
Relationship Manager
Georgia
Yasmin McLocklin
Sr. Client Service Specialist
Georgia
Cameron Holt
Financial Planner
Georgia
Camryn Norman
Sr. Financial Planner
Georgia
Rebecca Upton
Financial Planner
Georgia
Ryan Jones
Financial Planner
Georgia
Michael Sohmer
Sr. Director, Trust Services
Georgia
Ready to get in touch? My team and I are here to help.
Leah Manderson
Leah Manderson Regional Vice President
Georgia

Our Georgia Office Locations

Georgia Offices Fast Facts & Specialties

  • Service over sales: Your advisors will be focused on you, not on finding new clients. (We have a separate team for that.)
  • Institutional-grade investing: Our approach is modeled after the best practices of the world’s largest institutional investors, including a science-based approach and access to private markets for those who qualify.
  • Specialty services: You’ll have access to financial guidance for all the important areas of your life, including retirement, family and health, profession and work, unique assets, and more.

Financial Solutions We Offer in Georgia

Mercer Advisors delivers comprehensive financial guidance designed to address the full complexity of your financial life. Our Georgia team brings together planning, investment management, tax strategy, estate planning, and trust services — working collaboratively to help individuals and families make confident, informed financial decisions.
Financial Planning
Personalized financial planning for Georgia individual clients and families, integration cash flow, retirement goals, education planning, and long-term priorities into one cohesive strategy.
Tax Planning & Preparation
Proactive tax planning and preparation designed to help Georgia residents manage tax exposure while aligning financial decisions with state and federal tax considerations.
Investment Management
Institutional-grade portfolio management tailored to Georgia clients, focused on long-term objectives, risk management, and disciplined investment strategies.
Estate Planning
Thoughtful estate planning support for families, helping structure assets, beneficiaries, and legacy goals within state and federal estate frameworks.
Insurance Solutions
Risk management strategies that help Georgia clients protect income, assets, and family needs through carefully evaluated insurance solutions.
Trustee Services
In-house fiduciary trust services designed to support complex estate plans, multigenerational wealth, and long-term stewardship under state regulations.

Deep Experience Working With…

advisor helping tech professional navigate concentrated stock positions

Concentrated Stock

At Mercer Advisors, we help Georgia clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.  

Divorcing & Divorced

We provide Georgia residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead.  Learn more about how we can help.

Generational Wealth

Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Georgia families like yours to craft tailored plans that help to ensure long-term financial continuity.

A family discussing a lifetime trust

Inherited Wealth

Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for Georgia residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.

IPOs & Liquidity Events

Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future.  Learn how we can help demystify the process for you and help avoid a hefty tax bill.

older couple out enjoying their retirement

Retirement Planning

Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage.  See how we can help Georgia residents design retirement plans that help them achieve their financial goals.

Financial planning for individuals with special needs

Special Needs

Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.

two female business professionals walking and talking

Women & Wealth

We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women in Georgia.

Meet a Few of Our Talented Advisors

Our team is deeply embedded in the Georgia community and specializes in areas relevant to local residents.

In Our Community

From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.

Rotary Club of Union County Veteran’s Day Luncheon
Luncheon

Rotary Club of Union County Veteran’s Day Luncheon

We have sponsored the Veterans’ Day recognition luncheon with the Union County Rotary Club for several years.

Clicking on the above link (if provided) will take you to a third-party site, not affiliated with Mercer Advisors.

Ready to learn more from the Georgia team?

Let’s Talk

Ready to get in touch?
My team and I are here to help.

Regional Vice President, Georgia