Meet Brian
Brian is a Regional Vice President based in Jacksonville, Florida. He joined Mercer Advisors in 2026, bringing 15 years of experience in the financial services industry, including 10 years at Personal Capital and Empower in client success positions. In his role, Brian educates prospective clients on Mercer Advisors to help them determine if it’s a good fit. Brian earned a B.S. degree in business management from the University of Central Oklahoma. He finds motivation in learning prospective clients’ stories and sharing how Mercer Advisors might help simplify and amplify their financial lives.
His working style
Brian is known for listening and understanding what prospective clients need. He can explain even the most complex strategies in a way that is direct and clear. He works to always be available and responsive to offer help when it is needed most.
Brian in real life
What keeps you busy outside of work?
My wife and I love to travel, especially to Europe. I love to cook, and I love all outdoor activities, from skiing to kayaking. I especially enjoy watching sports in person.
Favorite thing about where you live?
My wife and I moved to Orlando from Denver. We live in a historic district near downtown, and we love our neighborhood. We are able to walk to so many great restaurants, parks, shops, and music venues. We also love being able to take day trips to the beach.
Why do you like working at Mercer Advisors?
I love working for a company where we can do so much for clients. The more complex a client’s situation, the more I believe we can help. While other firms are sometimes unable to advise on certain topics or need to refer outside of the company, we offer a team that integrates multiple areas for a comprehensive approach.
Brian’s snapshots
Meet Brian’s Teammates
Ian Aguilar
Principal
What Brian Says
Ian is a great partner when working with high-net-worth individuals. He has incredible planning knowledge and handles complexities with ease.
Juan (Yago) Samperio Suarez
Sr. Wealth Advisor
What Brian Says
Yago has expertise with anything investment related. As a CFA® and CFP®, he can handle even the most nuanced questions. Whether I need to know about a specific position or need a high-level market outlook, he always provides a thorough explanation based on his investment knowledge.
Patricia (Patsy) Goodrich
Client Development Associate
What Brian Says
Patsy makes sure that all the moving parts behind the scenes run smoothly. She is excellent at helping clients with any and all requests. But most importantly, she seems to always be ready to help, bringing positivity to every interaction.
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