Meet Kevin
Kevin is a Regional Vice President based in New York, New York. He joined Mercer Advisors in 2025 after serving as a Managing Director at Morgan Stanley for three years. Before that, he served in various roles at E*TRADE for 15 years, including Sr. Vice President. In his current role, Kevin focuses on introducing prospective clients to the firm and our comprehensive and integrated wealth management solutions. He finds motivation in partnering with families to personalize solutions that help them reach their financial goals. Kevin earned a B.A. degree in business and managerial economics from Manhattan University and an MBA from Fordham University. He also obtained the FINRA Series 65 license.
His working style
Kevin’s working style is grounded in patient listening, thoughtful curiosity, and a natural drive to solve problems. Known for tackling complex challenges with a calm, methodical approach, he takes time to understand the root of an issue before finding practical solutions. Kevin’s steady presence and interest in others help create trust, clarity, and confidence throughout the process.
Kevin in real life
What keeps you busy outside of work?
I spend most of my time with my family and three dogs (doodles).
What are your favorite things about your region?
I share time between Demarest, New Jersey and the New Jersey shore. I love the fast pace of the New York City area along with all of the outdoor activities at the New Jersey shore (Point Pleasant).
What makes you tick?
I love to tackle complex challenges and help families reach and exceed their financial goals.
Meet Kevin’s Teammates
Lorraine Eugenio
Wealth Advisor
What Kevin Says
Lorraine is the kindest person, and she always impresses me with her ability to work through challenging situations with a smile. She makes clients and their families feel deeply cared about at Mercer Advisors, which is an experience that cannot be matched.
Nicholas Semko
Managing Director, Channel Client Development
What Kevin Says
Nick is the “grandaddy” of Mercer Advisors. He is my mentor and partner. He knows how to best deliver the Mercer Advisors experience to individuals and families.
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