Meet Nadia
Nadia is a Partner based in Naples, Florida. She joined Mercer Advisors in 2025 through the acquisition of Family Wealth Planning Group, where she spent 13 years helping founder Tom LaMacchio build the business. Prior, she advised affluent families at Accredited Investors, Inc. for nearly five years. She began her wealth management career in 2006. Nadia graduated with honors from the University of Minnesota’s Carlson School of Management, earning a degree in finance. She subsequently obtained her M.S. degree in personal financial planning from the College for Financial Planning in Denver, Colorado. Nadia is a graduate of Leadership Collier and served on the Finance Committee of the Shelter for Abused Women and Children in Naples, Florida. She is passionate about educating youth and the community on the importance of financial literacy.
Nadia’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, Nadia has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Relocating in retirement with a clear financial strategy
Her working style
Nadia is responsive, organized, curious, and action-oriented. She is dedicated to solving problems and helping clients feel confident in their plan.
Nadia in real life
Favorite thing about where you live?
I love the warm weather and sunshine in Naples, having grown up in Minnesota. I like always meeting new people as there are many who like to visit Southwest Florida.
What keeps you busy outside of work?
Faith, family, travel, and watching sports.
Any words you try to live by?
The best way to find yourself is to lose yourself in the service of others.
Nadia’s snapshots
Meet Nadia’s Teammates
Tom LaMacchio
Sr. Wealth Advisor
What Nadia Says
This quote reminds me of Tom, “It is incredible what can be accomplished when nobody cares who gets the credit.” Tom has an incredible work ethic, all in the sprit of serving our clients.
Connie Fornberg
Client Service Specialist
What Nadia Says
You couldn’t have a more dependable employee who acts with grace and ease. Be like a duck: Calm on the surface, but always paddling like the crazy underneath.
Madison Cosgriff
Client Service Specialist
What Nadia Says
Madison has so much talent and potential. Whatever challenge she is presented with, she works relentlessly to come to a solution. I’m so grateful for her. “Success is built on a foundation of reliability, consistency, and follow-through.”
Claudia Ona
Sr. Client Services Specialist
What Nadia Says
Claudia has built a strong foundation at such a young age and has great aspirations to advance her career in this industry. I’m so proud of her. “Your ambition is just getting started.”
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