Naples, FL Corsea Del Fontana Way Office

Nadia Keric is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Family Wealth Tax Advisory, Family Wealth Planning Group, and Raymond James Financial Services, among other firms. Mercer Global Advisors offers investment advisory and planning services to a diverse client base including individuals, families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and provides a range of portfolio management and planning services.

Jeffrey Tews is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Lebenthal Financial Services, Lebenthal Global Advisors, and Thrivent Investment Management. His background also includes roles outside of finance, such as involvement with K-Rico Mexican Grill and Boulder View Tavern. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using a variety of low-cost funds and specialized programs.

Thomas Lamacchio is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Family Wealth Planning Group LLC, Raymond James Financial Services Advisors Inc., and Family Wealth Tax Advisory LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.