Brian Picariello

Managing Director

CPA/PFS, CFA

bpicariello@merceradvisors.com

609.779.6700

Brian began his wealth management career in 1995 at Arthur Anderson & Co. as a tax accountant. His areas of expertise include financial planning, income tax planning, estate planning, and risk management strategies for high net worth individuals and their families. Prior to joining Mercer Advisors, Brian worked as a wealth strategist at Merrill Lynch and most recently as a wealth advisor at Traust Sollus Wealth Management. He graduated from Albright College with a Bachelor of Science in Accounting as well as Rutgers School of Business, where he earned an MBA with a concentration in finance.

Fairport

375 Woodcliff Drive
Suite 1C
Fairport, New York 14450

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Manhasset

1129 Northern Boulevard
Suite 404
Manhasset, New York 11030

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Morristown

67 Park Place East
Suite 700
Morristown, New Jersey 07960

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New York

122 East 42nd Street
Suite 2805
New York, New York 10168

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Radnor

100 West Matsonford Road
Suite 4-200
Radnor, Pennsylvania 19087

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Rochester

130C Linden Oaks

Rochester, New York 14625

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West Hartford

15 North Main Street
Suite 1000
West Hartford, Connecticut 06107

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Wilmington

3520 Silverside Road
Suite 25
Wilmington, Delaware 19810

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Woodbridge

1 Bradley Road
Suite 902
Woodbridge, Connecticut 06525

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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