Meet Tony
Tony is a Regional Vice President based in Grand Rapids, Michigan. Tony joined Mercer Advisors in 2023, bringing 23 years of experience in the financial solutions industry at various firms, including TD Ameritrade and Charles Schwab. In his role, Tony helps educate prospective clients about Mercer Advisors to see if it’s a good fit and, if so, matches them with a wealth advisor. Tony earned an MBA from Grand Valley State University and holds the CERTIFIED FINANCIAL PLANNER® professional certification.
His working style
Tony is collaborative and thorough, taking a proactive and solution-focused approach to every client relationship. He helps clients live their best possible financial lives by making complex topics understandable and actionable. Clients can count on Tony to be transparent, available, and committed to their long-term success.
Tony in real life
What keeps you busy outside of work?
Family, friends, and travel.
Why do you like working at Mercer Advisors?
I appreciate the coordinated, team-based approach to wealth management.
Favorite thing about where you live?
Michigan is home to the hardest-working and most fun-loving people in the world.
Meet Tony’s Teammates
Matthew R. Bohrer
Managing Partner
What Tony Says
Matt helps ensure that we keep and exceed the promises we make to our clients.
Nick Bond
Sr. Wealth Advisor
What Tony Says
Nick makes it his personal mission to help improve his clients’ financial lives.
Michael Snider
Principal
What Tony Says
Mike’s ability to turn a financial plan that’s on paper into reality helps his clients have better financial lives.
Ready to learn more?
Explore More
