Meet Bennet
Bennet is a Partner based in the Woodbridge, Connecticut area. He joined Mercer Advisors in 2019 through the acqusition of Regent Wealth Management Group where he served as Managing Director, head of the firm’s investment management and financial planning team. He began his career in 2003 at PricewaterhouseCoopers. Bennet is a member of the Mercer Advisors investment Committee. He earned a B.S. degree in accounting from the University of Pretoria in South Africa, and an M.S. degree in accounting from the University of Connecticut. Bennet is a Chartered Financial Analyst and a Certified Public Accountant.
Bennet’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, Bennet 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
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Guiding clients through living in retirement with steady income and smart planning
- Concentrated stock positions that require strategic diversification and tax efficiency
His working style
Bennet immerses himself in his clients’ circumstances, listening closely to the challenges they face and distilling complex issues into clear, actionable guidance. He engages with clients in a warm, calm, and approachable way, building strong, long‑term partnerships grounded in trust.
Bennet in real life
What keeps you busy outside of work?
I spend most of my free time with my wife and our three young boys. Depending on the season, you’ll usually find us on a soccer field or basketball court together. We also love to travel and explore new places, foods, and cultures as a family.
Favorite thing about where you live?
We love Connecticut. The four seasons in all their glory, the mountains to the north for winter skiing, and the coastline in summer make it feel like we truly have everything right here. And as die‑hard UConn Huskies basketball fans, the excitement never really stops for us!
Any words you try to live by?
All we are is a result of what we thought. It is founded on our thoughts.
Bennet’s snapshots
Meet Bennet’s Teammates
Monica Delsanto
Sr. Client Service Specialist
What Bennet Says
Monica is the one who helps ensure the promises I make to clients are honored. She brings diligence, meticulous attention to detail, and a genuine care for the families we serve, making her a cornerstone of our commitment to white glove service.
Roain Saunders
Wealth Advisor
What Bennet Says
Roain is an outstanding advisor who genuinely cares about his clients and upholds our fiduciary standard at the highest level. Whenever I need a colleague to collaborate with, he’s always there — reliable, supportive, and ready to help.
Evan Salter
Financial Planner
What Bennet Says
Evan is an invaluable resource to our team. His ability to translate a client’s situation into a robust financial plan — whether through modeling detailed scenarios or stress‑testing key assumptions — brings a powerful quantitative dimension to our planning presentaion.
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