Meet Jill
Jill is a Partner, Sr. Wealth Advisor based in Boston, Massachusetts. She joined Mercer Advisors through the acquisition of O’Brien Wealth Partners, LLC where she served as President and CEO. In her more than 30-year career, she has served at US Bank, Citi Private Bank, CapMAC, and Citicorp. Jill earned a MBA at Yale School of Management and a B.B.A./B.A. degree in marketing and French from University of Massachusetts. She is a CERTIFIED FINANCIAL PLANNER® professional and Certified Financial Analyst®.
Jill’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Jill has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Supporting women entrepreneurs navigating ownership, growth, and personal wealth
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
In addition to her decades of experience across planning and investments, Jill brings real world smarts and understanding to her relationships with clients. She values the opportunity to address the emotional side of money, and seeks to help clients establish healthy relationships with their wealth. If you value a real connection with your advisor, Jill may be the person for you.
Jill in real life
What makes you tick?
I enjoy tackling complex situations, understanding patterns, and creating a clear path forward.
What keeps you busy outside of work?
With two kids in college, I am now finding the time to pursue interests such as performing arts, water and snow sports, mindfulness, and lots of travel!
What’s one thing you are surprisingly good at?
I am surprisingly good at identifying other people’s superpowers and helping them to bring them forward into many areas of life.
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