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Mari Adam,
CFP®, MBA, CRPC®

Client Advisor and Branch Manager

Mari has over three decades of experience helping clients plan and invest for a better, more secure future, earning the CERTIFIED FINANCIAL PLANNERTM certification in 1991. She specializes in working with women, couples and people who want to enjoy a confident, fulfilling retirement. She has been singled out to receive the Women’s Choice Award®
for Financial Advisors and Firms for five consecutive years. Before joining Mercer Advisors in 2019, she was a successful female entrepreneur, founding Adam Financial Associates, a comprehensive wealth management firm located in Boca Raton, Florida. She began her financial career managing trust and portfolio services for high-net worth clients at two major banks. Mari earned her BA from Claremont McKenna College in Claremont, California as part of the college’s first 4-year coed graduating class, and later completed an MBA in International Finance at George Washington University in Washington, D.C. After college, she served in the US diplomatic service both overseas and in Washington, D.C. before switching careers in her early thirties. Mari has two grown children, and loves to spend her free time reading, traveling, and entertaining friends.

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