Mercer Advisors, Inc. (“Mercer Advisors”), a national wealth management and financial planning firm, today announced that Rebecca (Becki) Iacopelli, MT, CFP®, CFA, has joined the firm’s New York City office as a Senior Wealth Advisor in the Regis division. Becki has been in the advisory space for over 13 years, serving high and ultra-high net worth families across generations and disciplines. Her addition further enhances Mercer Advisors’ ability to deliver comprehensive, planning-first wealth management services for clients across New York City and Long Island, one of the firm’s fastest-growing markets.

She joins a dedicated group of senior advisors focused on delivering a ‘single family office’ experience to the firm’s most complex clients through the firm’s Regis offering. This offering is typically most appropriate for families with $25+ million in investable assets and ranging to over $1B+

Becki joins from Wescott Financial Advisory Group, where she served as a Senior Financial Advisor and worked with some of the firm’s largest and most complex family office relationships. Earlier in her career, she held financial advisory roles at Aviance Capital Partners and Main Street Financial Life Advisors. Through her real-world experience and advanced designations, she works closely with families to execute strategic, integrated planning, delivering a family-CFO level of service. Serving as the central point of coordination across a family’s financial universe, she translates the complexities of their wealth, tax and estate structures, family dynamics, and long-term objectives into a tailored, high touch strategy. She holds a Master of Taxation with a concentration in estate planning from Villanova’s Charles Widger School of Law and a Bachelor of Science in Finance from Rutgers University.

“We are excited to have Becki on our team. She is technically sharp, genuinely invested in the families she serves, and comfortable navigating the most complex planning conversations,” said Paul Oliva, Managing Partner, New York City, Mercer Advisors. “Becki’s experience across tax and estate strategy complements our integrated approach to wealth management, and her commitment to mentoring and developing other advisors will benefit our entire office.”

Becki’s background aligns with Mercer Advisors’ family office model, which provides clients with access to specialized expertise across financial planning, investment management, tax, estate, insurance and trustee services. This coordinated approach is designed to reduce the complexity and fragmentation associated with managing financial matters across multiple providers, helping families to amplify and simplify their financial lives.

Becki outlines, “The family office, concierge-level service model at Mercer Advisors, supported by robust institutional resources with a deeply client-first culture, aligns deeply with how I engage with clients. Throughout my career, I’ve been fortunate to work at firms with strong cultures and an unwavering commitment to clients, and I found those same values at Mercer Advisors. What further distinguished Mercer Advisors was the ability to bring tax and estate practitioners into the same coordinated team, enabling greater integration across disciplines. For ultra-high-net-worth families, that level of integration can make a meaningful difference in how effectively complex plans are designed and executed. This ability to even increase my level of offering to clients who have increasingly complex needs was particularly attractive.”

Mercer Advisors’ Path to Partnership program further underscores its commitment to creating an environment where advisors can build rewarding, long-term careers. Through opportunities for equity ownership, the program fosters a shared sense of responsibility for the firm’s success, encouraging collaboration, accountability and a long-term perspective. More than half of Mercer Advisor employees are equity owners, reflecting a culture in which team members are invested in the firm’s continued growth and the clients they serve. Becki notes, “Mercer Advisors’ commitment to employee ownership reflects a long-term investment and commitment to their people and culture, which I strongly value.”

For more information about working with Mercer Advisors, please visit www.merceradvisors.com

About Mercer Advisors

Mercer Global Advisors, Inc. was named the #1 ranked RIA firm in the nation for the last three years by Barron’s Top 100 Registered Investment Advisor Firms rankings. It is also distinguished as the Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side. Founded in 1985, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors is majority owned by Altas Partners, Oak Hill Capital, Genstar Capital and GIC. Mercer Global Advisors Inc. is headquartered in Denver, Colorado, is privately held, has 1,770+ employees, and operates nationally through more than 110 locations. Mercer Global Advisors has $114 billion in client assets. For more information, visit merceradvisors.com and partnerwithus.merceradvisors.com/.

Important Information

Company statistics as of August 31, 2026. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.

“Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Tax preparation and filing services are provided by Mercer Advisors Tax Services, LLC. Clients will sign a separate agreement when engaging Mercer Advisors Tax Services that defines the services provided and any additional fees that may apply. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places individual life, disability, long term care coverage, and property and casualty coverage through select insurance companies. Trustee services are offered through select third parties with which a client would sign an additional agreement, and additional fees may apply.

2026, 2025 and 2024 – Barron’s Top 100 RIA methodology

Mercer Global Advisors, Inc. was ranked #1 for non-mega RIA firms. Advisers who wish to be ranked fill out a 100+ question survey about their practice. Barron’s verifies that data with regulatory databases and then Barron’s applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron’s does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records. The rankings are awarded each September based on prior 12-month data through June 30th. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s for logo licensing.

2026 Wall Street Journal Buy Side – Best Overall Firm for High-Net-Worth Investors

Buy Side analyzed some of the largest and best-known independent registered investment adviser (RIA) firms and scored those firms based on their fees, advisor credentials, customer support, available services, portfolio construction and account minimum. These factors were weighted based on WSJ reader surveys regarding what they considered most important when choosing an advisor. Prioritized, were firms that have a client base of 50% or more HNWIs according to their most recent Form ADV filing. To be considered a top financial advisor for high-net-worth individuals, a firm has to offer comprehensive wealth management services. Firms were rated on a scale of 1 to 5 stars using a weighted scoring model out of 100 possible points. A 5-star rating represents top performance relative to the field, rather than a requirement to achieve a theoretical perfect score of 100.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.

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