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
- For women breadwinners, financial strategies to support their families and long-term goals
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.
Ready to learn more?
Explore More
