Meet Kevin
Kevin is a Sr. Vice President based in Radnor, Pennsylvania. He joined Mercer Advisors in 2014, bringing with him extensive experience from his previous roles at TIAA-CREF, TD Ameritrade, and Morgan Stanley. Kevin has been dedicated to helping high-net-worth families manage their wealth since 2005. Kevin earned a BBA degree in international business from Loyola University Maryland and enriched his education with studies at the International School for Economics in Rotterdam. He is also a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Retirement Planning Counselor℠.
His working style
Kevin views himself as your personal guide to all that Mercer Advisors has to offer. He enjoys having conversations with prospective clients about the goals, hopes, and dreams they have as it relates to their Economic Freedom™. Through engaging conversation, he is able to thoughtfully navigate whether or not the Mercer Advisors family office approach is the best fit for you and your family.
Kevin in real life
What keeps you busy outside of work?
Outside of work, I am busy with our three boys and all of their activities and sports, especially lacrosse. I coach two of their lacrosse teams and am on the board of our township lacrosse program.
Why do you like working at Mercer Advisors?
One of the best things about working at Mercer Advisors is the people. Everyone has the same “clients first” mentality, and it resonates in everything they do. Whether you’re in Philadelphia or one of the 100+ offices across the country, you’ll find that Mercer Advisors employees are just good people.
Any words you try to live by?
“Put others first” and “take full responsibility” for the energy I bring into every situation.
Meet Kevin’s Teammates
Geoff Nelson
Regional Vice President
What Kevin Says
Geoff is the one who helps clients see the big picture and take the appropriate steps to get there. He’s always available to answer questions and make clients feel at ease.
Donald Calcagni
Chief Investment Officer
What Kevin Says
Don and his team do an incredible job on the investment side of the house. They bring the most thoughtful and innovative strategies to our advisors, so they can deploy them for our clients. The result is long-term, risk adjusted performance that can help our clients achieve their goals.
Jason O’Meara
Partner
What Kevin Says
As the leader of the Greater Philadelphia offices, Jason makes sure our advisors have all of the resources and support they need. He helps them see the big picture and work together so we can provide the right outcomes for our clients.
Articles by Kevin
Wealth Management FAQs for Dentists
Learn more
How To Minimize Taxes When Selling a Dental Practice
Learn more
Ready to learn more?
Explore More
