Julia Messineo

Julia joined Mercer Advisors in 2021, bringing with her a strong foundation in financial services from her time as a financial solutions advisor at Merrill Lynch. She is deeply committed to helping clients plan for what matters most to them, offering guidance that is both personalized and comprehensive.

Julia specializes in creating, monitoring, and updating financial plans that encompass goal setting and funding analysis, investment management, tax and estate planning, and risk management. Her mission is to provide clients with reassurance, so they feel confident and secure in their financial futures.

Inspired by the positive impact financial planning had on her own family growing up, Julia is passionate about paying that experience forward by helping clients build lasting legacies for generations to come. She values open communication and believes in learning both about and from her clients. One of her greatest rewards is witnessing the sense of relief and optimism that comes when clients realize they’re on the right path.
Julia earned her Bachelor of Science in Business Administration with an emphasis in personal financial planning from the University of Colorado at Boulder. She is also a CERTIFIED FINANCIAL PLANNER® Professional and Certified Divorce Financial Analyst®.

Originally from New Jersey, Julia has been skiing since the age of three and now spends most winter weekends in the Rocky Mountains. Outside of work, she enjoys hiking, attending concerts, crocheting, and spending time with friends and family. She also volunteers as a financial mentor with 3rd Decade.