Brian Picariello,
CPA/PFS, CFA
Managing Director
- Fairport Branch
- Manhasset Branch
- New York - Grand Central Branch
- Radnor Branch
- West Hartford Branch
- Wilmington Branch
- Woodbridge Branch
- 609.779.6700
- [email protected]
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.