Rose Cooke

MBA
Regional Vice President

I help families navigate financial decisions with clarity and confidence so wealth works in service of their lives — not the other way around.

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

At Mercer Advisors, we operate as a unified team. Get to know the teammates Rose counts on — and how they work together to support you.
Keith Huber

Keith Huber

Managing Partner

What Rose Says

Keith brings a sharp perspective and a calm, considered presence to every conversation. I value how he thinks ahead, weighs trade‑offs carefully, and brings people together around what can best serve clients. Working together, we’re able to combine deep experience and a shared sense of responsibility to the families we support.

Bryan Powers

Bryan Powers

Executive Managing Partner

What Rose Says

Bryan brings a steady, big picture perspective and disciplined leadership that keeps teams focused and aligned as decisions are made. I value his ability to set clear priorities, uphold high standards, and drive consistency across the firm. Partnering with Bryan enables us to deliver guidance that is deliberate, well-coordinated, and firmly centered on client needs.

Kristen Comeau

Kristen Comeau

Regional Vice President

What Rose Says

Kristen has a practical, approachable style that puts both clients and teammates at ease. I admire how she listens carefully, follows through, and keeps conversations moving forward as priorities shift. Working with Kristen helps ensure the guidance we provide feels personal, responsive, and well‑orchestrated across every touchpoint.

Ready to learn more?