Meet Emily
Emily is a Sr. Client Development Associate based in Columbus, Ohio. She joined Mercer Advisors in 2023 after serving at Valmark Financial Group as Advisory Billing Specialist. Emily earned a Bachelor of Business Administration degree in financial management and financial planning from The University of Akron, holds the FINRA Series 66 license, and is a CERTIFIED FINANCIAL PLANNER® professional.
Her working style
Emily is committed to delivering a white-glove client experience, helping clients feel heard, understood, and confident in their decisions. She has a talent for guiding conversations with clarity and empathy. Thorough and solutions-oriented, Emily excels at troubleshooting challenges and collaborating with her team to find accurate answers and effective solutions, helping ensure clients receive the support and guidance they need every step of the way.
Emily in real life
What keeps you busy outside of work?
I love dogs, and in addition to having my own two, I usually have a foster (or three) to keep me busy.
Any words you try to live by?
Give grace when you can; you never know what others are going through.
Why do you like working at Mercer Advisors?
I love having autonomy while also being part of a team. It is the perfect job for me.
Meet Emily ’s Teammates
Laura Thompson
Sr. Director, Client Development
What Emily Says
Laura is a great leader, and she clearly cares about all of us on the team as well as about Mercer Advisors.
Jackie Steczkowski
Regional Sales Associate
What Emily Says
Jackie has been my buddy since I started, and we continue to serve clients well together. She is a great teammate to lean on.
Ready to learn more?
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