Close this search box.

Susan Evans

Associate Regional Vice President

Susan Evans Image


Susan has built a distinguished career with over two decades of experience cultivating client relationships, managing investment portfolios, and delivering financial planning services. Susan earned her bachelor’s degree from the University of California Berkeley, with a focus on Business, Communications, and Psychology. She has held key roles as a Financial Advisor at esteemed institutions such as Lehman Brothers, Merrill Lynch, and Fidelity Investments. Susan firmly believes in the fiduciary care provided by Mercer Advisors, considering it the epitome of excellence in the investment profession. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst®, she brings a wealth of expertise to her position at Mercer Advisors. Susan also plays a significant role on the Executive Steering Committee for the firm’s acclaimed InvestHERs women’s initiative.

Newport Beach

620 Newport Center Drive
Suite 1030
Newport Beach, California 92660

Visit Office