Meet Olha
Olha is a Wealth Advisor based in Morristown, New Jersey. She joined Mercer Advisors with 30 years of experience in financial services. Before joining Mercer Advisors, Olha held positions at MAI Capital Management, PNC Wealth Management, City National Bank, and U.S. Trust. She earned a B.A. degree in business administration from Rutgers University, is a CERTIFIED FINANCIAL PLANNER® professional, and is a Certified Trust and Fiduciary Advisor™. Olha finds motivation in having the opportunity to build meaningful relationships with clients and be a part of their lives’ financial journey.
Olha’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, Olha has focused experience in these areas:
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- For women breadwinners, financial strategies to support their families and long-term goals
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
Her working style
Olha believes every client has a distinct story and understanding what matters most to them is the foundation of every relationship. She takes the time to listen, ask thoughtful questions, and gain a clear understanding of each client’s goals, values, and priorities before offering personalized guidance.
Olha in real life
Any words you try to live by?
Lead with kindness, listen with intention, and never stop learning.
Favorite thing about where you live?
I love Morristown, New Jersey, because it has the perfect blend of history, community, and everyday experiences. It has a charming downtown filled with wonderful restaurants and local shops as well as beautiful parks and outdoor spaces. Morristown offers a welcoming place where people can connect, explore, and enjoy life.
Why do you like working at Mercer Advisors?
I enjoy working at Mercer Advisors because I am surrounded by people who share my passion for helping others. Our commitment to delivering comprehensive advice allows me to focus on what I value most: building trusted relationships, understanding what matters to clients, and helping them make decisions that support the financial life they want to create.
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