Meet Rose
Rose is a Regional Vice President based in Naples, Florida. She joined Mercer Advisors to help educate prospective clients about the firm’s offerings and resources and determine if they’re a good fit. Prior, Rose served 10 years at Dimensional Fund Advisors where she was Vice President, Head of Subadvisory. Rose finds purpose in helping people build plans that protect them, empower them, and give them options when life changes unexpectedly.
Rose earned a B.A. in economics and science from Fordham University, a M.A. degree in science education from the University of Florida, and a MBA from The University of Chicago.
Her working style
Rose is known for her thoughtful judgment, steady presence, and disciplined approach to complex financial decisions. She focuses on understanding what matters most to each family and helps translate those priorities into well‑considered, coordinated action. Rose values collaboration, transparency, and long‑term relationships built on trust. She brings a measured perspective and consistency to her work, helping families move forward with confidence as their financial lives evolve.
Rose in real life
How do you give back?
Giving back has always been an important part of my life. I’m deeply connected to domestic animal and wildlife rescue and rehabilitation — growing up as the daughter of a veterinarian, I spent much of my life involved in caring for animals in need. That early experience shaped my appreciation for compassion, stewardship, and making a meaningful difference where help is needed most.
What makes you tick?
Approaching life with intention, staying grounded in integrity, and leading with empathy.
Why do you like working at Mercer Advisors?
Mercer Advisors is the most ethical firm I’ve worked at, with exceptional people and leadership that consistently set a high standard for doing the right thing. That culture of trust and accountability keeps the focus where it belongs — serving clients well.
Meet Rose’s Teammates
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