Meet Rafael
Rafael is a Sr. Wealth Advisor based in Morristown, New Jersey. He joined Mercer Advisors in 2018 as a Wealth Advisor through the acquisition of Beacon Wealth Management where he served two years as a Paraplanner. Rafael embarked on his career in the financial services industry in 2012 as an intern while pursuing his B.S. degree in financial planning at William Paterson University. He is a CERTIFIED FINANCIAL PLANNER® professional.
Rafael’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, Rafael has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- 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
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- Concentrated stock positions that require strategic diversification and tax efficiency
His working style
Rafael takes the time to listen to his clients’ needs before presenting strategies. As the economic landscape continues to shift, Rafael uses those needs to craft strategies that match his clients’ goals and personalities.
Rafael in real life
What keeps you busy outside of work?
When I’m not having dance parties with my daughters, you can find me building Legos, tinkering with electronics, or starting a new home project.
Favorite thing about where you live?
New Jersey has the best pizza and bagels, bar none.
What’s one thing you are surprisingly good at?
Navigating a map. My parents owned a restaurant for two decades before Google maps and would print out MapQuest directions for all of the caterings.
Meet Rafael’s Teammates
Steven Crevar
Wealth Advisor
What Rafael Says
I’ve known Steve personally and professionally for more than a decade. When I’m not meeting with clients, you can find me and Steve discussing the latest and greatest planning strategies, and debating the best pizzerias.
Charlene Maruska
Sr. Manager, Client Service
What Rafael Says
Charlene makes sure the planning concepts I discuss with clients are completed promptly and as expected — all crucial to building lasting client relationships.
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