Meet Lorraine
Lorraine is a Wealth Advisor based in Morristown, New Jersey. She joined Mercer Advisors in 2023 through the acquisition of Brighton Financial Planning where she served as Lead Financial Planner for 15 years. Prior, she served as a Vice President at Fleet Bank and Assistant Vice President at Banker’s Trust Company.
Lorraine holds a B.S. degree in business administration from Montclair State University. She is a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst. Lorraine is an active member of the Financial Planning Association and the New Jersey Chapter of the FPA’s Women’s Special Interest Group.
Lorraine’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, Lorraine has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
Her working style
Lorraine is empathetic and builds relationships around trust and collaboration. She is passionate about empowering her clients and asks intuitive questions to tailor solutions specifically to their needs. She helps simplify complex decisions and opens new possibilities to help them reach their goals.
Lorraine in real life
What keeps you busy outside of work?
I enjoy spending time outdoors, whether walking, hiking, golfing, or engaging in a friendly family pickleball game.
Any words you try to live by?
Live with gratitude for what you have and peace will follow.
Favorite thing about where you live?
I love living in Hunterdon County, New Jersey. There are plenty of beautiful outdoor activities, yet it’s close enough to the city, beach, and mountains.
Meet Lorraine’s Teammates
John P. Middleton
Sr. Wealth Advisor
What Lorraine Says
John helps me turn strategy into action. We collaborate on solutions for our families to keep them on track toward their financial goals. His expertise is invaluable in our team approach with helping clients.
Charlene Maruska
Sr. Manager, Client Service
What Lorraine Says
Charlene provides my clients with white glove service to help ensure that all of their needs and requests are met in a timely manner, while acting with courtesy and professionalism.
Amanda Caster
Financial Planner
What Lorraine Says
Amanda has been so helpful in bringing my clients’ financial plans to life. She assists with creating the financial plan and is also integral in joining in planning meetings to present the plan in a manner that is easy to absorb and understand.
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