Meet Bobby
Bobby is an Estate Planning Strategist who joined Mercer Advisors in 2024. Before that, he gained experience at affiliates Palante Wealth Advisors and Medina Law Group as Estate Planning Attorney. Bobby earned a B.A. degree in history from Drew University and a juris doctor degree from University of Colorado Law School. Bobby finds motivation in striving to positively impact the financial life and legacy of each client he works with.
His working style
Bobby focuses on getting to know his clients personally, which helps bring each client’s core values and goals into focus. He prides himself on delivering an estate plan that is distinct to each client’s wants, needs, and desires through conversation and collaboration. He is dedicated to helping clients navigate important financial decisions with clarity and confidence, building lasting relationships.
Bobby in real life
What keeps you busy outside of work?
Spending time with family, collecting trading cards and records, and seeing Phish in concert as often as I can.
Any words you try to live by?
There’s always a great, big, beautiful tomorrow shining at the end of every day.
What’s one thing you are surprisingly good at?
Juggling.
Bobby ’s snapshots
Meet Bobby ’s Teammates
James Johnstone
Sr. Estate Planning Strategist
What Bobby Says
James is my go-to when it comes to estate planning and strategy. He is always willing to help problem-solve, brainstorm strategy, and serve as a trusted second opinion for what is best for the client. His enthusiasm for estate planning and willingness to lend a hand is unmatched.
Courtney Mersereau
Wealth Advisor
What Bobby Says
Courtney is always putting clients’ interests first. She is very active in the integrated relationship between financial planning and estate planning and is hands-on when it comes to walking her clients through the estate planning process. She is an exceptional person to have in your corner.
Paul C. Barbehenn
Sr. Wealth Advisor
What Bobby Says
As an advisor, Paul always has his clients’ best interests in mind, and he is active in the estate planning process. He always delivers with insight and care for the right fits for his clients. Collaboration is key when it comes to financial planning and estate planning, and Paul is an exceptional partner to work with.
Articles by Bobby
Estate Planning: Protecting Tangible Assets and Collectibles
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