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
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.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm evaluates best practices, such as service models, investing models, compliance records as well as revenue trends, assets under management and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Shook Research’s proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Shook considered advisors born from 1987 to present with a minimum of four years of experience as an advisor. View full methodology here.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology via the “Read More” links). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
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