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.
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