Meet Colton
Colton is a Wealth Advisor based in Newport Beach, California. He joined Mercer Advisors in 2021 after serving as Financial Planner for five years at Northwestern Mutual. Colton has been in the financial services industry since 2016. He was drawn to financial planning and wealth management via his family experience — his uncle was the financial advisor for his parents. Through this relationship, Colton saw firsthand how impactful financial planning could be. He earned a B.S. degree with an emphasis in marketing from San Jose State University and is a CERTIFIED FINANCIAL PLANNER® professional.
Colton’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, Colton 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
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
His working style
Colton is known for building meaningful relationships, and his ability to simplify complex decisions. He enjoys building long-term partnerships based on trust, transparency, and collaboration.
Colton in real life
What keeps you busy outside of work?
Spending time with family and friends, traveling, snowboarding, and playing golf.
Why do you like working at Mercer Advisors?
I enjoy the team environment and comprehensive planning.
Any words you try to live by?
Treat others as you would like to be treated.
Meet Colton’s Teammates
Jonathan Tull
Client Service Specialist
What Colton Says
Jonathan does a great job of being attentive to client needs and leveraging our internal resources for great client outcomes.
Lorenzo Riley
Principal
What Colton Says
Lorenzo does a great job of delivering financial planning and producing the right results. His ability to collaborate with advisors and team members exemplifies our team-first approach.
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