Meet Maureen
Maureen is a Client Development Associate based in Houston, Texas. She joined Mercer Advisors in 2025 after serving as a Registered Wealth Management Associate at Merrill Lynch for 16 years. Maureen earned a B.S. degree in accounting from California State University, Dominguez Hills, completed the Riordan MBA Fellows Program at UCLA Anderson School of Management, and holds the FINRA Series 65 license. Maureen is also a Chartered Retirement Planning CounselorSM and a Wealth Management SpecialistSM. Maureen finds motivation in helping clients reach their financial goals and collaborating with a team that works together toward a purpose.
Her working style
Maureen approaches her role with a calm, detail-oriented mindset, helping to bring clients clarity for complex decisions and keeping projects moving efficiently. She prioritizes clear communication, proactive follow-up, and thoughtful execution, which helps build lasting trust and confidence with clients.
Maureen in real life
What keeps you busy outside of work?
Outside of work, I enjoy spending quality time with family and maintaining an active, healthy lifestyle.
How do you give back?
Giving back is an important part of who I am. Through mentorship and volunteering, I strive to serve others, share my knowledge, and contribute to the growth and well-being of my community.
Why do you like working at Mercer Advisors?
One of the things I appreciate most is the culture of camaraderie, mutual respect, and collaboration among the team, which fosters a positive environment where everyone works together toward shared success.
Meet Maureen’s Teammates
Tyler Schaefer
Sr. Manager, Client Development Associate
What Maureen Says
Tyler has been incredibly supportive from day one and has consistently made himself available to provide coaching, guidance, and encouragement whenever needed. His years of experience at Mercer Advisors have given him a deep wealth of knowledge, and he is always willing to share his expertise.
Laura Thompson
Sr. Director, Client Development
What Maureen Says
Laura leads the team that I’m on and is an exceptional leader. Her leadership is grounded in integrity, encouragement, and a genuine commitment to both the team’s success and each individual’s growth. Her proactive approach to overseeing processes and details helps ensure nothing is overlooked so our team can provide clients with white-glove service on a day-to-day basis.
Jenna Taylor
Client Development Associate
What Maureen Says
Jenna assisted with training during my new hire process. She was my assigned mentor and made sure I had all of the details and resources needed to get up to speed at Mercer Advisors quickly. She goes above and beyond to help others and is a great asset to the team.
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