Claudia Ona

Claudia joined Mercer Advisors in 2025 through the acquisition of Family Wealth Planning Group. Her prior roles in wealth management and as a licensed banker have inspired a passion for supporting clients in reaching their family wealth goals and assisting wealth advisors in providing a high standard of care.

Claudia is a resident of Naples, Florida with her husband and daughter. She enjoys the sunshine, but her favorite vacation spot is spending time in the Great Smoky Mountains in the Spring and Fall.