Jamie Block

Jamie Block, CFP® CPA/PFS, CDFA®, AEP®, MBA, serves as a Senior Wealth Advisor and Director at Mercer Advisors since September 2017. In addition, Jamie has contributed as an Adjunct Professor for the Introduction to Financial Planning course at Nazareth College during the Fall semesters of 2022 and 2023. Prior experience includes serving as Principal at Wealth Design Services, Inc. from January 2008 to August 2017, and a Senior at Davie Kaplan, CPA, P.C. from September 2005 to December 2007. Jamie also worked as a Financial Services Field Specialist at Farm Credit of WNY, ACA from June 1999 to October 2004. Educational qualifications include an MBA in Public/Corporate Accounting & Finance from the University of Rochester - Simon Business School and a BS in Animal Science from Cornell University.