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
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.
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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