Meet Addy
Addy is a Wealth Advisor based in Boston, Massachusetts. She joined Mercer Advisors in 2025 through the acquisition of O’Brien Wealth Partners. She joined O’Brien Wealth Partners in 2021 as a co-op from Northeastern University and returned full-time after graduation as an Associate Advisor. Addy earned a B.S. degree in business administration with a concentration in finance and minor in psychology from Northeastern University. She is a CERTIFIED FINANCIAL PLANNER® professional.
Addy’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Addy has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Advising physicians with insurance, debt, and investment strategies
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Addy is known for her warm presence, clear communication, and organized approach. She enjoys building long-standing, trusting relationships with clients and collaborating on their financial goals. If you are looking for someone to walk through life’s financial moments with you, Addy is a good fit.
Addy in real life
What keeps you busy outside of work?
I enjoy spending time with family and friends, whether that is here in Boston, home in Texas, or visiting my family in Australia.
Favorite thing about where you live?
I fell in love with Boston when I visited colleges here. The scenery, history, architecture, and food in Boston are a few of the reasons I love calling this city home.
What makes you tick?
My love for travel has existed for as long as I can remember. Whether it is the excitement of visiting a new place or the comfort of returning to a favorite destination, traveling and exploring the world is a key part of me.
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