Our Team
Richard D. Mercado
Financial Advisor
President
Phone: 410-902-0000
Fax: 410-902-0558
E-mail: rmercado@merc-capital.com
Richard D. Mercado is Founder of MERC Capital. He is a Financial Advisor with Cetera Advisor Networks, LLC. in Laytonsville, Maryland. He has guided and managed the financial affairs of local families and small business owners for over 20 years. He is a native of the Washington, DC/Baltimore area, a graduate of Towson State University in Finance and Economics.
His experience as Vice President at Morgan Stanley and Raymond James has given him the experience in areas of wealth management, retirement and estate planning. Richard holds a Series 7, 62, 63 and 65.
Experienced at explaining the complexities of financial strategies in ways that are both meaningful and easy to understand, Richard takes pride in designing creative solutions for each client's individual financial situation. Client portfolios are monitored through a disciplined and coordinated review processes that commensurate with the levels of risk defined by each client's investment objectives.
Jason Turnbull
Financial Advisor
Vice President
Phone: 410-902-0000
Fax: 410-902-0558
E-mail: jturnbull@merc-capital.com
Jason joined the team at MERC Capital from Raymond James Financial Services where he had spent the last 14 years, most recently as a portfolio manager. As our new Financial Advisor, Jason's passion for the financial markets will be demonstrated as he analyzes economic and financial market data, monitors client portfolios, and reports investment changes to our clients and our firm's President. He will be instrumental in strengthening MERC Capital's infrastructure as we grow.
Jason's ability to communicate with clients and industry professionals in an easily understood demeanor is very welcoming. He takes a holistic view of a client's specific goals and objectives to develop and cultivate a meaningful financial plan.
He holds a master's degree in Accounting and Financial Management from Keller School of Business and a bachelor's degree in Business from Stevenson University, formally Villa Julie in Stevenson, Maryland. A state native, he and his wife currently reside in Columbia, Maryland.
Sally Eatmon
Client Operations Manager
Phone: 410-902-0000
Fax: 410-902-0558
E-mail: seatmon@merc-capital.com
Sally joined the team at MERC Capital in 2021 as our Client Operations Manager to support our clients in all aspects of their account transactions. A VA Tech Finance graduate, Sally comes to us with 18 years of work experience, spanning her early years as a Finance Specialist at Lockheed Martin to her more recent role as Project Manager with the National Institues of Health. Sally is dedicated to providing customer service with integrity, efficiency and care.
Sally and her husband of 28 years have raised 2 sons, love spoiling their dog Izzy and reside in Montgomery County, Maryland
Sally Eatmon is not a registered person; she cannot offer Investsment Advice or Products.
June Nicolay
Office Manager
Phone: 410-902-0000
Fax: 410-902-0558
E-mail: jnicolay@merc-capital.com
June joined MERC Capital in 2007, as she was part of a team that MERC Capital acquired. June's communication skills and 15 years of industry experience brings our firm expansive knowledge. As the initial contact for our clients, June handles all office compliance operations, including scheduling, client review preparation, website management, as well as assisting with client service and timely feedback.
June is married, a native Marylander, and enjoys spending time with her kids and grandkids.
June Nicolay is not a registered person; she cannot offer Investment Advice or Products.
Tara Berstein
Client Services Associate
Phone: 410-902-0000
Fax: 410-902-0558
E-mail: tberstein@merc-capital.com
Tara joined the team at MERC Capital in January 2023 as our Client Services Associate. She graduated from Towson University in May 2022 with a degree in Criminal Justice. She is experienced in customer service and is very excited to take on her new role and be part of the team.
Tara is a native of Ellicott City, Maryland and enjoys playing with her two dogs, Wiley & Goose.
Tara Berstein is not a registered person; she cannot offer Investment Advice or Products.
Wilson P. McManus
Attorney
Phone: 443-470-3599
Wilson is a Principal Attorney with Stouffer Legal located in Towson, Maryland. He graduated from the University of Baltimore School of Law and was admitted to the practice of law in Maryland in 1986. He concentrates his practice on Estate Planning and Elder Law issues. He belongs to the National Academy of Elder Law Attorneys and the Trusts and Estates Section, the Taxation Section and the Elder Law Section of the Maryland State Bar Association.
Wilson's goal is to help his clients structure their estate plans to keep control of their affairs during their lifetimes while minimizing taxes and administration expenses and assuring orderly and efficient passage of their wealth upon death.
Legal services offered thru Wilson P. McManus and Stouffer Legal who are not affiliated with Cetera Advisor Networks LLC