Helen joined Mercer Advisors in 2023, bringing a commitment to providing “white-glove service” to our high-net-worth and ultra-high-net-worth clients. She excels in providing asset consolidation, money movement, estate planning, and other administrative activities. Helen is known for resolving client issues efficiently while consistently delivering exceptional service and reassurance to clients. Helen holds a bachelor’s degree in business management from the University of South Carolina. Her college internships in wealth management inspired her career choice, as she witnessed the positive impact of wealth management services on people’s lives. In her free time, Helen enjoys exploring New York City, indulging in its diverse culinary scene, engaging in various activities, and taking advantage of the city’s convenient travel options.
New York
767 Third Avenue 37th Floor New York, New York 10017