Meet Pablo
Pablo is a Regional Vice President based in Schaumburg, Illinois. He joined Mercer Advisors in 2024 after serving as Sr. Financial Advisor in the Private Client Group at Empower. Prior, he served 13 years at Personal Capital where he was Sr. Vice President. Pablo began his career in wealth management in 2007. In his current role, he focuses on introducing prospective clients to Mercer Advisors and helping determine whether a partnership could be beneficial. Pablo has a B.A. degree from UCLA with a business administration emphasis.
His working style
Pablo employs a very consultative approach focused on discovery and problem solving. He believes a good partnership is based on a strong understanding of the needs and wishes of our clients in order to fullfill them
Pablo in real life
What keeps you busy outside of work?
I have two young daughters who captivate my heart and my time. My wife and I enjoy planning trips and activities with them and when at home also care for our two dogs.
Why do you like working at Mercer Advisors?
Mercer Advisors genuinely cares about me and my family as an employee and client. I like how the depth and breadth of the team help enable us to create bespoke solutions for families.
Favorite thing about where you live?
I’m not originally from Chicago but love the wonderful people, architecture, food, and incredible summertime energy.
Meet Pablo’s Teammates
Grant Wilson
Manager, Wealth Strategist
What Pablo Says
Grant and the Financial Planning Group help me put a client’s vision into focus. Being able to provide families a tangible plan enables us all to work together to achieve their life’s goals.
Steven Elliott
Tax Director
What Pablo Says
Steve is always willing to take time to answer complicated tax questions and has a genuine interest in helping families achieve their best outcomes.
Ready to learn more?
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