Meet Melissa
Melissa is a Sr. Tax Associate based in New York, New York. Melissa joined Mercer Advisors in 2018 through the acquisition of Traust Sollus Wealth Management, where she served as Accountant for two years. She earned a B.S. degree in accounting from College of Staten Island. Melissa finds motivation in expanding her knowledge and adapting to scenarios as tax laws and family circumstances evolve.
Her working style
Melissa’s style is collaborative, detail-oriented, and proactive. Through the use of thoughtful and tactical strategies, Melissa helps clients understand their financial picture, anticipate what is ahead, and make informed decisions that support their long-term success.
Melissa in real life
Any words you try to live by?
The harder you work, the luckier you get.
Why do you like working at Mercer Advisors?
The culture and the team are the reasons I like working at Mercer Advisors. The firm fosters a considerate and collaborative work environment to ensure that we all are working toward the same goal.
Favorite thing about where you live?
Staten Island provides me with the best of many worlds. I’m near New York City, which grants me endless, fast-paced adventurous activities and diversity. And if I seek a slower and quieter solitude, I’m close to the beachfront shores of New Jersey.
Melissa ’s snapshots
Meet Melissa ’s Teammates
Laura Carrasco
Manager, Tax Services
What Melissa Says
Laura’s strong, strategic thinking, attention to detail, and commitment to white-glove client service reinforces her team’s ability to provide proactive guidance, build lasting client relationships, and give high-quality support.
Matthew McCarthy
Tax Manager
What Melissa Says
Matthew helps ensure that we deliver accurate tax returns and proactive solutions that put the client’s best interests first. With Matthew’s broad tax knowledge and through his open communication and collaboration, he helps every client receive a streamlined and meaningful experience.
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