Mercer Advisors Adds $1.2B Ex-RayJay Team 

Mercer Global Advisors has acquired a Naples, FL-based wealth management and tax planning firm, which manages approximately $1.2 billion in client assets, as the firm seeks to expand its footprint across Florida. 

The team, Family Wealth Planning Group and its affiliate Family Wealth Tax Advisory, joins Mercer Advisors from Raymond James and offers “comprehensive” multigenerational wealth management, family-oriented wealth planning, investment management, estate and tax planning, and investment solutions to high-net-worth individuals, families, executives, and businesses, Mercer said. 

Family Wealth marks the 20th women-led partner firm to be acquired by Mercer Advisors. The team is led by founders and owner Nadia Keric and principal Tom LaMacchio. Following the acquisition, all nine members of Family Wealth will be joining Mercer Advisors. 

Family Wealth Planning Group is also joined by wealth advisor Keith Embree, senior client services specialist Claudia Ona, client services specialists Connie Fornberg and Madison Cosgriff, and operations manager Summer Miles, per the firm’s website. 

In addition to their roles as founders, LaMacchio and Keric also serve as senior wealth advisors of Family Wealth.  

Family Wealth has been affiliated with Raymond James Financial Services since 2016, and the firm will continue to be custodied with Raymond James’ independent advisor channel, a Mercer Advisors spokesperson said to Connect Money. 

“Partnering with Mercer Advisors enables us to enhance how we serve our clients–now and in the future–while continuing to support our team,” LaMacchio said. “As a trusted decision-making partner to our client families, our firm is built on being proactive, providing holistic solutions through a financial plan and empowering families to act in their long-term best interest.” 

In July, Mercer Advisors acquired Waltham, MA-based RIA, O’Brien Wealth Partners, another women-led advisory firm, which manages approximately $1.1 billion in client assets. 

Denver-based Mercer Global Advisors is backed by a collective group of private equity firms, including Oak Hill Capital, Genstar Capital, and Altas Partners. The firm manages about $72 billion in assets under management and operates across more than 100 locations, the firm said.

Pictured: Nadia Keric