Meet Sharon
Sharon is a Financial Planner based in the Philadelphia, Pennsylvania area. He joined Mercer Advisors after serving as Financial Planning Analyst at myCIO Wealth Partners. Sharon earned a BBA in financial planning from Temple University.
His working style
Sharon is dedicated to providing personalized, client-focused service, with an emphasis on accuracy and attention to detail.
Sharon in real life
What are your favorite things about Philadelphia, Pennsylvania?
The food scene and the walkability in Philadelphia are great.
What keeps you busy outside of work?
I enjoy hanging out with my twin and my older brother and spending quality time with my family.
Why do you like working at Mercer Advisors?
Knowing there’s an answer to every question — for both clients and planners — can make all the difference.
Meet Sharon’s Teammates
Rachel Roach
Manager, Financial Planner
What Sharon Says
Rachel teaches me something new every day, bringing invaluable experience to the team while always making time to collaborate and help deliver solutions.
Haana Frank
Director, Financial Planning
What Sharon Says
Haana sets the tone for excellence. Her vision challenges us to think bigger while her support helps us deliver at our best.
Jason O’Meara
Partner
What Sharon Says
Jason leads with a strong focus on what matters for clients. His ability to balance strategy and practicality helps ensure we’re always delivering meaningful yet cheerful guidance.
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