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Kristin Greenleaf

Operations Manager

Kristin has more than thirty years of experience in the financial industry. She began her financial career in 1989 at Kidder, Peabody & Co. as a Client Service Assistant. Prior to joining Mercer Advisors, she was with Rowland Carmichael Advisors a multi-generational Wealth Management firm located in Scottsdale, Arizona. Kristin has worked in many areas of the financial industry including compliance, operations, trading and financial planning; she remains committed and passionate about service and developing strong client relationships. Kristin continued to expand her industry knowledge by obtaining her Financial Paraplanner Qualified Professional™ and her Behavior Finance Advisor™ designations. She enjoys spending time cooking with her husband, traveling with her two sons and taking care of the family’s three dogs, Steve, Gary and Kevin.

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