Jenna Taylor

Client Development Associate

Integrity and accuracy guide everything I do, because clients deserve to start their financial journey on solid ground.

Meet Jenna

Jenna is a Client Development Associate based in Atlanta, Georgia. She joined Mercer Advisors in 2022 in a client service role and advanced to a client development role in 2023. She holds a FINRA Series 65 license. Jenna earned a B.S. degree in business administration from Indiana University. She enjoys taking what can feel overwhelming to clients and turning it into something organized, understandable, and manageable.

Her working style

Jenna approaches her work methodically, treating each situation as a puzzle to be thoughtfully solved. She enjoys breaking down complex processes into manageable pieces and fitting them together accurately.

Jenna in real life

Any words you try to live by?

You grow through what you go through.

What’s one thing you are surprisingly good at?

Fishing with my dad. Its been a long standing tradition of ours that I treasure deeply.

What keeps you busy outside of work?

I enjoy my pets, gardening, and being the best aunt ever!

Jenna’s snapshots

Meet Jenna’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Jenna counts on — and how they work together to support you.
Cameron Holt

Cameron Holt

Financial Planner

What Jenna Says

Cameron and I work closely to support the client experience. She focuses on financial planning, while I manage the onboarding and operational details that help ensure a smooth transition into the firm. Our collaboration allows the process to feel organized, efficient, and well-supported for the client.

Andrew Thompson

Andrew Thompson

Regional Vice President

What Jenna Says

Andrew’s client-focused approach and attention to detail help ensure a smooth transition from conversations to paperwork for each and every one of his clients.

Mike Turley

Mike Turley

Regional Vice President

What Jenna Says

Mike bridges the client conversation and the onboarding process in a way that keeps everything aligned and on track.

Ready to learn more?