Meet Bryan
Bryan is a Relationship Manager based in Morristown, New Jersey. He joined Mercer Advisors in 2026 after serving as a Sr. Personal Banker at Kearny Bank for three years. Bryan earned a B.S. degree in finance and wealth management from Seton Hall University. He believes everyone deserves access to trusted guidance and financial education, and he is dedicated to helping individuals and families build confidence and create a strong future.
His working style
Bryan thrives in collaborative environments where clear communication, trust, and accountability come first, and he enjoys building strong relationships, staying organized, and helping clients navigate financial decisions with confidence. His approach centers on his commitment to helping each client feel supported throughout their financial journey.
Bryan in real life
What keeps you busy outside of work?
I enjoy playing soccer, running, watching sports, traveling as much as I can, and spending time with my friends and family.
Any words you try to live by?
Stay humble, work hard, and be kind.
What’s one thing you are surprisingly good at?
I’m surprisingly good at finding great hole-in-the-wall restaurants.
Bryan’s snapshots
Meet Bryan’s Teammates
Rafael Arellano
Sr. Wealth Advisor
What Bryan Says
Rafael’s years of experience and dedication to his practice set him apart. He takes the time to understand each client’s distinct situation and provides thoughtful guidance that helps them make informed decisions and move toward their financial goals with confidence.
Steven Crevar
Wealth Advisor
What Bryan Says
Steve’s approachable personality and ability to connect with people help clients feel comfortable and understood from the very beginning. His focus on relationships helps build trust and creates an environment where clients can feel confident discussing their goals and financial priorities.
Susan Portnoi
Sr. Wealth Advisor
What Bryan Says
Working alongside Susan has given me a firsthand look at the care and attention she provides to her clients. She takes the time to build meaningful relationships and help ensures clients feel comfortable, welcomed, and supported throughout the process. The trust her clients place in her is evident, and I greatly admire her commitment to delivering exceptional service and always putting their needs first.
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