Cody Dolly

Meet Cody

Cody is a Regional Vice President based in Manhattan, New York. He joined Mercer Advisors in 2026, bringing more than 24 years of experience in the financial services industry to his role, where he educates prospective clients and matches them with a wealth advisor. Previously, Cody held the role of Managing Director at Northwestern Mutual for 23 years and served as a Partner at Guardian. He is motivated by helping individuals and families understand the value of thoughtful financial planning. His interest in wealth management was shaped by seeing firsthand how a lack of planning can have lasting consequences for a family and its legacy. Cody earned a B.S. degree in business administration from the State University of New York at Oswego and holds the Chartered Life Underwriter® designation and a FINRA Series 65 license.

His working style

Cody takes the time to ask questions and listen closely before guiding a prospective client toward a solution. He has a caring, thoughtful, no-pressure approach and stays focused on how to match each person with the right team.

Cody in real life

What makes you tick?

I enjoy getting up early to work out and setting goals. Whether it’s an IRONMAN, business goals, or other adventures, there’s always something new to look forward to

What keeps you busy outside of work?

I love spending time with my daughter and hanging out in New York City or the Adirondacks with friends and family.

Favorite thing about where you live?

New York City is exciting because of the different types of people I meet. I’ll be in a Central Park running group with Ph.D.s and CEOs one day and sitting in a restaurant downtown making five new friends the next.