Welcome to Mercer Advisors in New Orleans

Experienced Financial Advisors in New Orleans

Mercer Advisors is proud to call New Orleans 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.

Susan Travis
Susan Travis Signature
Susan Travis, CFP®, AEP®, CTFA Managing Director
New Orleans
Ready to get in touch? My team and I are here to help.
John Mazzei
John Mazzei, CFP® Regional Vice President
New Orleans

Our New Orleans Office Locations

New Orleans 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.

Meet Our Talented Advisors

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

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

Regional Vice President, New Orleans