James Werner

Manager, Regional Client Development

jwerner@merceradvisors.com

888.603.3903

James began his career in the financial services industry in 2018. He uses his background in customer service to support the team in helping clients fulfill their life time goals. James graduated from Bryant University with a Bachelor of Science majoring in Finance with minors in Economics and Communication. During his time at Bryant University he was a member of the Men’s Lacrosse team. James holds the FINRA Series 65 license.

Fairport

375 Woodcliff Drive
Suite 1C
Fairport, New York 14450

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New York

767 Third Avenue
37th Floor
New York, New York 10017

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Naples

625 Fifth Avenue South
Suite 207
Naples, FL 34102

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Tampa

2202 North West Shore Blvd.
Suite 200
Tampa, Florida 33607

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