Meet Flora
Flora is a Sr. Estate Planning Strategist. She joined Mercer Advisors after serving at Glenmede as Relationship Management Officer for Wealth Advisory. Flora began working in law offices in 2012 and transitioned to a career in wealth management in 2020. She earned a Juris Doctor from Temple Beasley School of Law and a B.A. degree in health communications, international relations, and Spanish from The College of New Jersey. Flora finds motivation in helping clients structure their wealth to minimize taxes and position their families for long-term success.
Her working style
Flora takes a collaborative approach, working closely with clients to help ensure their personal circumstances and values are thoughtfully reflected in their estate plans. She offers experienced, well-considered guidance while empowering clients to lead the decision-making process. Flora is dedicated to simplifying complex concepts, making estate planning clear and manageable, so clients can feel confident that their wishes are honored and their loved ones are protected. She also focuses on minimizing tax burdens and creating plans that are both effective and as straightforward as possible for clients and their heirs.
Flora in real life
What keeps you busy outside of work?
I enjoy spending time with my husband and two children.
How do you give back?
Volunteering in my community.
Favorite thing about where you live?
The diversity and strong sense of community in Cherry Hill, New Jersey.
Ready to learn more?
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