Meet Yago
Yago is a Sr. Wealth Advisor based in the Boca Raton, Florida office. He joined Mercer Advisors after serving two years as a Sr. Wealth Advisor at Mariner Wealth Advisors. Prior, he spent four years at JPMorgan Chase as a Private Client Advisor. Yago was inspired to come to the U.S. to become a financial advisor during the Great Recession of 2008. He became passionate about empowering others to have a clear, protective plan and achieve financial independence Yago earned a B.A. degree in economics from Universidad Complutense de Madrid. He is a CERTIFIED FINANCIAL PLANNER® professional and Certified Financial Analyst®.
Yago’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, Yago has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
His working style
Yago’s work style is defined by a deep partnership and transparent collaboration to help his clients to achieve financial independence. He is passionate about building long-term relationships with his clients, based in trust and communication. He loves empowering others to achieve success and purpose in any aspect of their life, not only financially.
Yago in real life
What keeps you busy outside of work?
I spend most of my free time with my wife and daughter exploring the city where I live. I love working out and learning about financial markets.
Why do you like working at Mercer Advisors?
I genuinely value the dynamic and collaborative environment of my team at Mercer Advisors. We rely on each other’s diverse expertise and perspective, which helps ensure that every client receives the comprehensive strategy they deserve.
Any words you try to live by?
Through dedicated stewardship and collaborative diligence, I work to build and secure the financial reassurance you deserve.
Yago’s snapshots
Meet Yago’s Teammates
Ted Panagiotopoulos
Regional Vice President
What Yago Says
Ted and I partner to deliver tailor-made solutions to our clients, always putting their interest first. With his passion and expertise, he always makes sure we go above and beyond to serve our clients in a collaborative way with transparency and integrity.
Scott Snider
Principal
What Yago Says
Scott and I share common interests and values when it comes to helping our clients. His experience and dedication are unmatched. He always shows how much he cares about others and is always willing to lend a hand.
Mike Turley
Regional Vice President
What Yago Says
Mike and I rely on each other to bring the best of Mercer Advisors to client, to help serve and empower them to navigate the complexity of the financial markets and achieve financial independence. His integrity guides the way and how he approaches each client relationship, always to ensure we put their interest first.
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