Meet Carrie
Carrie joined Mercer Advisors in 2025. She is a Wealth Advisor based in the San Francisco office. She previously served as Manager, Planning Strategy and Research at Aspiriant, Private Wealth Advisor at BMO Private Bank, and Managing Director of Investor Relations at Global Gate Global. She was a Client Service Associate for Mercer Advisors from 2017 to 2018. Carrie earned a master’s degree from the London School of Economics and Political Science and a bachelor’s degree from University of Shanghai for Science and Technology. She is a CERTIFIED FINANCIAL PLANNER® professional.
Carrie’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Carrie has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Helping new families shift financial priorities while building a strong foundation for the future
- Guiding clients through living in retirement with steady income and smart planning
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- Guiding higher education professionals in maximizing benefits and preparing for retirement
Her working style
Clients love working with Carrie because she is patient, responsive, and detail-oriented. She takes time to understand each client’s story, making sure they feel heard, supported, and empowered throughout their financial journey. Carrie enjoys analyzing data and uncovering insights that bring clarity to complex situations.
Carrie in real life
Favorite thing about where you live?
I moved to the San Francisco Bay Area in 2012. The Bay Area offers an incredible mix of nature, culture, and innovation. I love that we can “taste the world” just by exploring different neighborhoods and new cuisines. There is always something new to discover and it’s a wonderful place to raise a family with so many opportunities to learn and grow.
What keeps you busy outside of work?
My daughter, born in 2024, keeps me on my toes. When I’m not working, I love spending time with my family. Parenthood has brought a new perspective and joy to my life, reminding me to be present and appreciate the little moments. I also enjoy practicing yoga, reading, and connecting with friends over good food and conversation.
Why do you like working at Mercer Advisors?
Having previously worked at Mercer Advisors from 2017 to 2018, I know first-hand the firm’s deep commitment to client-first service, collaboration, and supportive team environment. The firm invests in its people, technology, and operations, creating a foundation where both employees and clients can thrive. Returning to Mercer Advisors in 2025 felt like coming home to a team that shares my values and empowers me to do my best work.
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