Mercer Advisors

Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Peter Gifford

Senior Wealth Manager, Director

Menlo Park, San Francisco

Robert Munger headshot

Robert Munger, CPA, CFP®

Sr. Wealth Advisor, Director

Walnut Creek

professional headshot of Stephen Donahue

Stephen Donahue

Senior Wealth Manager, Director

Menlo Park, San Francisco

Jeff Blum headshot

Jeff Blum

Regional Vice President

Walnut Creek

Andrew Beck

Andrew Beck, MBA

Sr. Vice President

Walnut Creek

F Xuereb

Fred Xuereb

Sr. Regional Client Development Associate

Walnut Creek

Nick LoCicero headshot

Nick LoCicero

Financial Planner

Walnut Creek

Parker Landolf

Financial Planner

Walnut Creek

Alex Murphy headshot

Alex Murphy

Client Service Specialist

Walnut Creek

Angela Piccioni

Client Service Specialist

Walnut Creek

Austin Jamati headshot

Austin Jamati, CFP®, CPA

Sr. Client Service Specialist

Walnut Creek

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Faisal Ahmed

Client Service Specialist

Walnut Creek

Heather Curtis - Sr. Client Service Specialist

Heather Curtis

Sr. Client Service Specialist

Walnut Creek

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Jann Leonard

Manager, Client Service

Walnut Creek

Josie Solorio - Client Service Specialist

Josie Gonzalez Solorio

Manager, Client Service

Walnut Creek

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