Client Service Specialist
Owen joined Mercer Advisors in 2023, after working with UBS on the East Coast following graduation from Santa Clara University in 2021. He holds the Series 66 license and is dedicated to providing custom-tailored service to clients. He’s also currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification. Originally from Chicago, Owen is now back in the Bay Area and enjoys playing the guitar, spending time at the beach, and traveling internationally.