Meet Tommy
Tommy is a Regional Vice President based in Santa Barbara, California. He joined Mercer Advisors after serving four years as Account Executive for Wealth and Asset Management at Salesforce. Prior, he held wealth management positions at JP Morgan Chase and Bank of America Merrill Lynch. In his current role, he develops relationships with prospective clients to help determine whether Mercer Advisors is the right fit for helping achieve their financial goals.
Tommy earned a B.A. degree in Sociology from University of California Santa Barbara and a MBA from University of Arizona Global Campus.
His working style
Tommy’s working style begins with curiosity — about you, your family, your passions, your goals, and your concerns. He is incredibly passionate about providing the tooling needed to help you write your story.
Tommy in real life
What keeps you busy outside of work?
My family — my wife and two kids dictate my schedule and how I spend my time and I wouldn’t have it any other way. If I’m with them, I’m doing what I want to be doing.
Favorite thing about where you live?
Go to Santa Barbra and you’ll see…
Any words you try to live by?
Treat others the way you want to be treated. It’s an oldie but an absolute goodie, and true to how I roll.
Ready to learn more?
