Joe Pellizzari

Joe Pellizzari is the VP of M&A at Mercer Advisors. Joe has been with the company since January 2005 and in their current role since May 2021. Prior to joining Mercer Advisors, Joe was with Charles Schwab for 17 years, from June 1997 to November 2002 as Sales Manager and from January 2005 to May 2021 as Managing Director.

Joe Pellizzari's educational career includes a Bachelor of Science in Business Management from North Carolina State University - College of Management, as well as a Personal Financial Planning Accelerated Program from UC Irvine. Joe is also certified by the CFP Board as a Certified Financial Planner and by FINRA in Series 7, Series 63, and Series 24.

Their manager is Dave Welling, Chief Executive Officer. Some of their coworkers include Kara Duckworth - Client Advisor and Managing Director of Client Experience, Karen Lee - Chief Business Solutions Officer, and Martine Lellis - Chief Talent and Administrative Officer.