Meet Roain
Roain is a Wealth Advisor based in Woodbridge, Connecticut. He joined Mercer Advisors in 2020, and advanced from a client service role to financial planning roles before becoming a Wealth Advisor. He began his career in financial services in 2016 as an associate advisor at a comprehensive tax planning wealth management firm in New York City. Roain is a CERTIFIED FINANCIAL PLANNER® professional.
He graduated from Alfred State – SUNY College of Technology with a B.S. degree in human services management, with related studies in psychology, behavior, counseling, and business management. He later earned a M.S. degree in personal financial planning from Texas Tech University.
Roain’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, Roain has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Navigating the financial realities of chronic illness with long-term, adaptive strategies
His working style
Roain is a calm, strategic advisor who blends analytical rigor with emotional intelligence — especially during moments of transition or uncertainty. He leads with empathy, humor, and careful listening, meeting clients where they are and translating complex decisions into clear, actionable guidance.
Roain in real life
Any words you try to live by?
Quote from my grandmother: Never expect to be rewarded for things you’re supposed to do.
What keeps you busy outside of work?
I enjoy spending time with my wife and my son, playing tennis, and attending and volunteering at church. Growing my faith as a follower of Jesus Christ and honoring people is important to me.
Why do you like working at Mercer Advisors?
Mercer Advisors genuinely cares about its people, offering the flexibility to grow across teams and pursue work aligned with your interests. I’ve had opportunities to help build new groups — including as a founding member of the Financial Planning Group — and I’ve never felt the need to look elsewhere.
Roain’s snapshots
Meet Roain’s Teammates
Bennet Thonakkara
Partner
What Roain Says
As a friend and colleague, Bennet leads with both strength and empathy, setting a clear vision while empowering everyone around him to grow, execute, and succeed together.
Monica Delsanto
Sr. Client Service Specialist
What Roain Says
Monica is exceptional. Through her leadership, and together with the colleagues who work in the same capacity, she serves as the backbone of our client experience. Her attention to detail, proactive approach, and unwavering professionalism are consistent.
Eric Anderson
Sr. Wealth Advisor
What Roain Says
By partnering with Eric on some complex client cases, I’ve learned so much. He brings both heart and expertise to his work, earning trust through thoughtful advice, collaboration, and a genuine commitment to his clients’ long-term success.
Zeke Aviles
Wealth Advisor
What Roain Says
I had the opportunity to complete my master’s degree alongside Zeke at Texas Tech. His discipline, insight, and professionalism have been an added value to Mercer Advisors. He approaches his work with integrity and depth.
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