Meet Emma
Emma is an Estate Planning Director and joined Mercer Advisors in 2024, bringing nine years of experience as a practicing attorney to the firm. She focuses on estate planning strategies for the clients she serves, drawing on her background as a partner at Bond, Schoeneck and King, PLLC. Emma earned her Juris Doctor from the University of Florida’s Levin College of Law and a Master of Laws in Taxation from New York University School of Law.
Her working style
Emma focuses on providing comfort around an uncomfortable topic, helping clients feel at ease when discussing estate planning. She collaborates closely with the entire advisory team to ensure every angle is considered. Clients can count on Emma to be transparent, responsive, and focused on helping them achieve their long-term goals.
Emma in real life
What keeps you busy outside of work?
Spending time with my husband, two children, and dogs in the Florida sunshine.
How do you give back?
Giving back to my community and investing in children is so important to me. I love volunteering with local organizations including the Boys and Girls Club of Collier County.
Why do you like working at Mercer Advisors?
I love our comprehensive approach to wealth management, which incorporates tax and estate planning. Our teams working alongside each other can make a huge difference for the client.
Emma ’s snapshots
Meet Emma ’s Teammates
Articles by Emma
Why Estate Planning is an Important Component of Financial Planning
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