Mercer Advisors
Brian Picariello CPA/PFS, CFA® is a seasoned financial professional currently serving as Managing Director at Mercer Advisors since April 2018. Prior to this role, Brian held the position of Senior Wealth Advisor at Traust Sollus Wealth Management from October 2002 to April 2018, where focus extended beyond investment returns to include comprehensive strategies involving taxes, insurance, and debt management for individuals and families. Brian began a career in finance as Vice President at Merrill Lynch, providing financial planning and investment advisory services to ultra-high net worth clients, and earlier served as Tax Manager at Arthur Andersen, offering tax planning and preparation. Brian holds an MBA in Finance from Rutgers Business School and a BS in Accounting from Albright College.
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