Meet Dave
Dave is a Sr. Wealth Advisor based in Radnor, Pennsylvania. He joined Mercer Advisors in 2014 and has been a wealth advisor since 1996. Prior to joining Mercer Advisors, he founded a firm specializing in portfolio management and insurance and worked as a software engineer for 12 years. Dave is passionate about helping clients solve financial problems, prevent crises, and build wealth, guiding them in a low-stress approach to financial planning. He holds a B.S. degree and a M.S. degree in engineering from Penn State University, a M.S. degree in taxation from Widener University, and a Graduate Certificate in financial psychology and behavioral finance from Creighton University. Dave is a CERTIFIED FINANCIAL PLANNER® professional and an adjunct professor at Widener University’s Graduate School of Business, a CFP® registered program.
Dave’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, Dave has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
His Working Style
Dave’s working style is rooted in partnership, using the financial planning process to help clients clarify where they want to go and how they want to get there. He places strong value on face‑to‑face communication and prioritizes meeting with each client in person at least once a year. This approach helps foster trust, alignment, and steady progress toward long‑term goals.
Dave in real life
What keeps you busy outside of work?
Time with family. I’m a grandfather of five and it’s the best job ever.
Why do you like working at Mercer Advisors?
Mercer Advisors provides a framework that allows clients and advisors to work together to determine how value is delivered most effectively.
Favorite thing about where you live?
During my lifetime, I have lived in several areas of the country, but I’ve only ever felt at home in the Philadelphia region.
Dave’s snapshots
Meet Dave’s Teammates
Donald Calcagni
Chief Investment Officer
What Dave Says
Don brought me into Mercer Advisors, and I enjoy arguing with him every chance I get! Our conversations inspire me to improve my practice.
Christopher Blakely
Wealth Advisor
What Dave Says
We collaborate often on cases. Chris and I have different areas of expertise.
Kevin Dillon
Sr. Vice President
What Dave Says
Kevin and I started our careers at Mercer Advisors at the same time. Kevin is exceptional at what he does, and I’ve learned a lot from observing him interact with clients and prospects.
Articles by Dave
Medicare Enrollment Deadlines – What You Need to Know Now
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