Teams at Mercer Advisors

The Associate Wealth Advisor supports Senior Wealth Advisors by managing client relationships, preparing financial plans, and coordinating with experts to achieve client financial goals.

The Associate Vice President supports sales growth by managing client relationships, scheduling meetings, aiding the onboarding process, and ensuring accurate sales pipeline management.

The Relationship Manager oversees UHNW client relationships, ensuring exceptional service, managing operations, identifying growth opportunities, and coordinating with the Wealth Management Team.