Meet Cameron
Cameron is a Financial Planner based in Atlanta, Georgia. She joined Mercer Advisors in 2021 in a client service role and has advanced to roles in portfolio consulting and financial planning. Cameron earned a B.S. degree in in economics from Georgia College & State University and a M.S. degree in finance from Georgia State University.
Her working style
Cameron enjoys collaborating across teams to help ensure that clients are being offered the right advice in their pursuit of Economic Freedom.™ She understands the importance of each recommendation being made and seeks to be the planner you can trust in helping you feel confident in your financial future.
Cameron in real life
What keeps you busy outside of work?
My Frenchie, Pinky, keeps me busy. She is my best friend and goes everywhere with me. I take her to my walking club and push her around in her pink stroller when she gets tired.
What keeps you busy outside of work?
I am very into college football and am a diehard University of Georgia fan. I love watching the games with my parents and sister.
Why do you like working at Mercer Advisors?
Mercer Advisors has been a great place to grow my financial knowledge. I started out in client service, moved to portfolio consulting, and am now in financial planning. Mercer Advisors has encouraged my career development every step of the way. They have also provided me with resources to continue my financial education.
Cameron’s snapshots
Meet Cameron’s Teammates
Jenna Taylor
Client Development Associate
What Cameron Says
Jenna works to make the onboarding process for clients as smooth as possible. The beginning of a client advisor relationship can feel overwhelming for a new client. Part of the onboarding process is collecting as much data as we can.
Luana Puglisi
Manager, Client Service
What Cameron Says
Luana works as a bridge between advisors and clients. She is a major part in making sure advisor recommendations are implemented. We work together to help ensure that clients do not have to worry whether or not their assets are working for them, and that their desires are honored even after they pass away.
Alexis Dudley
Wealth Advisor
What Cameron Says
I am a dedicated planner for Alexis and her clients. Together we will review a client’s financial plan and model recommendations. We help make sure the client’s plan stays up-to-date and look for opportunities that may improve a client’s financial future. We also work on presenting recommendations and their impacts to clients visually.
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