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Mercer Advisors Employee Directory

Financial ServicesColorado, United States1001-5000 Employees

Mercer Advisors is a financial services firm that provides integrated wealth management for families. Its offerings span financial planning, investment management, tax, estate planning, and insurance, delivered by a single in-house team. The company operates as an independent fiduciary, aiming to always act in clients' best interests across its nationwide client base.

The company is based in Denver, Colorado, and serves families across the United States through a unified, family-office–style approach. In 2026, Mercer Advisors expanded its New England footprint through a partnership with Charter Oak Capital Management.

Find Mercer Advisors employees' phone numbers or email addresses

Mercer Advisors Global Highlights

Location
Employees

North America
1.7K

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  • United States Of America
    1.7K
  • Canada
    3

Europe
9

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  • United Kingdom Of Great Britain And Northern Ireland
    5
  • Ireland
    2
  • Italy
    1
  • Netherlands
    1

Asia
5

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  • India
    4
  • Nepal
    1

Oceania
5

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  • Australia
    5

South America
3

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  • Colombia
    1
  • Brazil
    1
  • Chile
    1

Africa
2

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  • Egypt
    1
  • Nigeria
    1

Mercer Advisors's Leadership

  • Chief Technology & Digital Officer at Mercer Advisors
    C. C.
    Chief Technology & Digital Officer
    Mobile Phone
  • Chief Compliance Officer at Mercer Advisors
    C. E.
    Chief Compliance Officer
    Mobile Phone
  • Chief Investment Officer at Mercer Advisors
    D. D.
    Chief Investment Officer
    Mobile Phone
  • Chief Financial Officer at Mercer Advisors
    D. M.
    Chief Financial Officer
    Mobile Phone
  • Vice President Of Platform Marketing at Mercer Advisors
    S. O.
    Vice President Of Platform Marketing
    Mobile Phone
  • Vice President Of Insurance Solutions at Mercer Advisors
    T. D.
    Vice President Of Insurance Solutions
    Mobile Phone
  • Vice President And Senior Client Advisor at Mercer Advisors
    D. G.
    Vice President And Senior Client Advisor
    Mobile Phone
  • Vice President Of Business Development at Mercer Advisors
    G. L.
    Vice President Of Business Development
    Mobile Phone

Mercer Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Analytics
  • Operations
  • Consultant
  • Sales
  • Other
  • Administrative
  • Human Resources
  • Engineering
  • Banking
  • Support
  • Accounting
  • Community & Social Services

Contact profiles from Mercer Advisors

Name
Title
Contact
Location
Last Update
  • Chief Technology & Digital Officer at Mercer Advisors
    C. C.
    Chief Technology & Digital Officer
    Mobile Phone
    Aug 13, 2026
  • Partner, Market Leader at Mercer Advisors
    J. C.
    Partner, Market Leader
    Mobile Phone
    Bay
    Jun 27, 2026
  • Director, Partner Integration at Mercer Advisors
    T. M.
    Director, Partner Integration
    Mobile Phone
    Aug 28, 2026
  • Director Partner Integration at Mercer Advisors
    E. G. O.
    Director Partner Integration
    Mobile Phone
    Jun 25, 2026
  • Cfp , Chfc , Executive Assistant at Mercer Advisors
    A. H.
    Cfp , Chfc , Executive Assistant
    Mobile Phone
    Apr 24, 2025
  • Managing Partner at Mercer Advisors
    C. B.
    Managing Partner
    Mobile Phone
    Oct 23, 2024
  • Owner at Mercer Advisors
    C. D.
    Owner
    Mobile Phone
    Oct 21, 2024
  • Chief Compliance Officer at Mercer Advisors
    C. E.
    Chief Compliance Officer
    Mobile Phone
    Oct 17, 2024
  • President And Chief Compliance Officer at Mercer Advisors
    C. T.
    President And Chief Compliance Officer
    Mobile Phone
    Oct 21, 2024
  • Founding Partner at Mercer Advisors
    D. H.
    Founding Partner
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Mercer Advisors known for?

Minus sign iconPlus sign iconMercer Advisors was founded in 1985 and operates in the Financial Services industry. You can contact Mercer Advisors's main corporate office by phone at
+1-800-258-****
. Explore Mercer Advisors's company overview page for more information.

What is Mercer Advisors's most common email format?

Minus sign iconPlus sign iconMercer Advisors employees' email format typically follows the pattern of First.Last@merceradvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Mercer Advisors email formats with LeadIQ.

How many employees does Mercer Advisors have currently?

Minus sign iconPlus sign iconMercer Advisors has approximately 1.6K employees as of August 2026. These team members are located across 6 continents, including North America, Europe and Asia.

Who are Mercer Advisors's key employees and leadership?

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As of August 2026, Mercer Advisors's key employees include:

  • Chief Technology & Digital Officer: C. C.
  • Chief Compliance Officer: C. E.
  • Chief Investment Officer: D. D.
  • Chief Financial Officer: D. M.
  • Vice President Of Platform Marketing: S. O.

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