Meet Trisha
Trisha Miller is a Manager, Client Development Associates, based in Newport Beach, California. Trisha joined Mercer Advisors in 2022 after working locally in the private wealth division for First Republic. Before that, she served in banking for eight years. Trisha earned a B.A. degree in communication studies from the University of Iowa and an M.A. degree in elementary education and teaching from University of Phoenix. She also holds the FINRA Series 66 license. Trisha finds motivation in serving her clients and helping make an impact on their financial lives.
Her working style
Trisha leads with empathy and curiosity. She values her clients and strives to create thoughtful experiences, never losing sight of the people behind the process. She can navigate complex challenges to find practical solutions that build trust and confidence.
Trisha in real life
What keeps you busy outside of work?
Most of my free time is spent with my four-legged rescue, Roxy. We love to hike and spend time outdoors enjoying all the beauty Mother Nature has to offer. I also enjoy traveling and learning about new cultures. During football season, you’ll find me catching all the action every Sunday.
Any words you try to live by?
The golden rule has never steered me wrong. “Do unto others as you would have them do unto you.” I value kindness and fairness in my interactions with others.
Why do you like working at Mercer Advisors?
I love the culture and people at Mercer Advisors. And I believe in what we do and what we offer, so it makes it easy. To know we give clients reassurance and help them navigate unfamiliar territory is extremely rewarding.
Meet Trisha’s Teammates
Laura Thompson
Sr. Director, Client Development
What Trisha Says
Laura leads by example. Together, we prioritize client service, operational excellence, and a collaborative environment that supports strong team performance.
Susan Evans
Regional Vice President
What Trisha Says
I enjoy partnering with Susan to welcome and onboard her clients. By working together, sharing knowledge, and staying focused on the client experience, we help create a smooth transition and aim to set clients up for long-term success.
Jackie Steczkowski
Regional Sales Associate
What Trisha Says
Jackie embodies what it means to be a great teammate: She is always willing to help, collaborate, and go above and beyond. Her dedication and team-first mindset elevate both the client experience and our team’s performance.
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