Sr. Client Service Specialist
Melody is passionate about making the financial planning process smooth and enjoyable for the advisors and clients as they work together to achieve financial goals. She joined Mercer Advisors in 2022 with 12 years’ client service experience in the financial industry. Melody enjoys being involved in all aspects of the financial planning process including helping to find solutions and strategize. She is always looking for new learning opportunities to grow within her career. A native of the Bay Area, Melody currently resides in San Mateo with her boyfriend, their daughter, and three cats. In her free time, Melody enjoys exploring the local beaches and hiking trails and creating succulent arrangements.