Meet Dennis
Dennis is a Wealth Advisor based in Morristown, New Jersey. He joined Mercer Advisors in 2022 through the acquisition of Cordasco Financial Network, where he served clients with a fiduciary focus for five years.
Dennis discovered his passion for financial services when, as a young man, he walked onto the Philadelphia Stock Exchange floor and had an epiphany: working there was what he was meant to do. He worked his way up, eventually becoming a manager for a local brokerage firm, where he led a team of 15 people. Dennis later joined a major wirehouse, advancing to roles as a branch manager and then a sales manager, before transitioning to Cordasco as an investment advisor.
Dennis is an Accredited Investment Fiduciary®, a Chartered Retirement Plan Specialist, and a Certified Plan Fiduciary Advisor.
Dennis’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, Dennis has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Family businesses navigating succession, liquidity, and legacy goals
- Evaluating voluntary retirement programs with strategies that turn offers into opportunities
His working style
When you work with Dennis, you get a professional partner bound by the fiduciary standard — a legal and ethical commitment to operating in your best interest. As a collaborator and team player, Dennis doesn’t just manage assets; he acts as a “patient navigator” for your financial life, helping ensure every decision is made with undivided loyalty and transparency.
Dennis in real life
What keeps you busy outside of work?
I enjoy spending time with family and sports.
What makes you tick?
Working allows me to make a tangible difference in the everyday lives of workers navigating a rapidly changing retirement landscape.
Why do you like working at Mercer Advisors?
The teamwork culture — it directly enhances the quality of the advice and service I provide to my clients.
Meet Dennis’s Teammates
Jaron D. Carmichael
Partner, Retirement Plan Group
What Dennis Says
Jaron is my strategic partner and fiduciary coach, constantly working behind the scenes to elevate the advice and service I provide to my clients. I am grateful for his guidance.
James S. Ryan
Sr. Wealth Advisor
What Dennis Says
In the complex financial landscape, working alongside an experienced, knowledgeable teammate transforms the client experience from a solo effort into a high-performance partnership.
Timothy Joseph
Sr. Wealth Advisor
What Dennis Says
Tim’s passion lies in providing families with advice that can help protect and grow their hard-earned wealth to maintain or enhance their lifestyle. He finds immense satisfaction in offering financial support and guidance that addresses complex problems.
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