Meet Sloan
Sloan is an Associate Wealth Advisor based in Newport Beach, California. She joined Mercer Advisors in 2022 after serving as Financial Planner at Beacon Pointe. In her current role, Sloan is on our Regis offering team which serves families with complex, multi-generational wealth of more than $25 million in investable assets. Sloan is a CERTIFIED FINANCIAL PLANNER® professional and she holds the FINRA Series 65 license. She earned a B.S. degree in business administration with an emphasis in personal financial planning from the University of Colorado.
Her working style
Sloan’s working style is centered on delivering a high‑touch, supportive experience that helps clients feel understood and at ease. She takes time to listen carefully, simplify complex topics, and provide clear, personalized guidance. Her goal is to create confidence and comfort by helping ensure clients know their financial needs are being thoughtfully and attentively addressed.
Sloan in real life
Why do you like working at Mercer Advisors?
The culture. Everyone acts in our clients’ best interest. We trust one another as we expect our clients to trust us.
What’s one thing you are surprisingly good at?
I am surprisingly handy when it comes to home projects.
What keeps you busy outside of work?
I enjoy spending time with friends and family, yoga, traveling, and dinners out. I have a particular interest in interior design and read Architectural Digest religiously.
Sloan’s snapshots
Meet Sloan’s Teammates
Kara Duckworth
Partner, Regis Group
What Sloan Says
I look up to Kara as a lead advisor and help her with coordinating the team of specialists we put together for each client.
Andrea Shieh
Sr. Investment Strategist
What Sloan Says
Andrea and I work together to figure out the right investment strategy for your particular situation. She is dedicated to guiding clients towards their financial goals.
Allison Rozell
Relationship Manager
What Sloan Says
Allison helps ensure ideas and recommendations get implemented without a glitch. Together, we aim to save the client time and stress.
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