Aurelia Morales

Estate Planning Service Specialist

Every detail is an act of service to someone’s story.

Meet Aurelia

Aurelia is an Estate Planning Service Specialist who finds motivation in being able to help clients in even just a small way to feel reassured. Prior to joining Mercer Advisors, Aurelia served in tutor and counselor positions for many years. She earned a B.A. degree in English from Elizabethtown College and a Certificate in Paralegal Studies from Harrisburg Area Community College.

Her working style

Aurelia’s working style is rooted in client‑centered service and steady, supportive guidance. She focuses on creating a welcoming, reassuring experience by listening carefully, communicating clearly, and helping ensure clients feel informed, respected, and supported at every step. Internally, she collaborates closely with her team to anticipate needs, resolve issues efficiently, and keep processes running smoothly — so clients can receive consistent, high‑quality care.

Aurelia in real life

What keeps you busy outside of work?

I love to read, write, crochet, and play with my dogs.

What’s one thing you are surprisingly good at?

I’m good at cooking.

What makes you tick?

I find joy in working with others and making their lives easier as best as I can.

Ready to learn more?