Meet Audrey
Audrey is a Wealth Advisor based in Boston, Massachusetts. She served as Associate Advisor at O’Brien Wealth Partners before the firm integrated with Mercer Advisors in 2025. Prior, she served at Bickling Financial Services as an Associate Advisor. Audrey earned a B.S. degree in finance from Bentley University. She is a CERTIFIED FINANCIAL PLANNER®, professional and a National Social Security Advisor.
Audrey’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, Audrey 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
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Helping new families shift financial priorities while building a strong foundation for the future
Her working style
Audrey is known to be a problem solver and empathetic listener. She gives her best advice when she knows the whole picture, including a client’s non-financial values. She works hard to understand what is truly the best decision for the client’s unique situation.
Audrey in real life
What keeps you busy outside of work?
I love to golf with my husband, go to the movies, and hike up in the White Mountains. My dogs, Nellie and Hazy, take up most of my free time!
How do you give back?
I am involved in foster care, as three of my younger brothers are adopted out of the program. I am certified to take in foster kids with the Department of Children and Families. I’m also an animal lover and rescued my two dogs from our local shelter.
What makes you tick?
I value empathy above all else. Everyone has a different background and that’s what makes them special. It drives me to be a better advisor to clients across the spectrum.
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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