Jessica Caruso CFP®

Executive Managing Director at Mercer Advisors

Speaker

Jessica has been with Mercer Advisors since 2007. She serves as Executive Managing Director for the company's Western Division, overseeing approximately 20 branch offices. She also manages large client relationships, delivering comprehensive financial planning and enhancing their financial well-being. Jessica is a member of the company's Executive Leadership Council, the Investment Committee, and the Steering Committee for the firm’s InvestHERs women’s initiative. In recent years, she has been recognized by Forbes as one of the Top Women Wealth Advisors, the Top Next‐Gen Advisors, and the Top Women Wealth advisors – Best in State. Jessica graduated cum laude from Westmont College with a degree in Economics and Business and currently lives in Santa Barbara with her husband and three sons.