Barry Cohen
Sr. Wealth Advisor
Melville, New York
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Sourced professional profile
Susan Portnoi
Sr. Wealth Advisor
Meet Susan.
Susan Portnoi brings prior accounting and tax consulting experience to her financial planning work in Morristown. She advises clients approaching retirement, navigating divorce or widowhood, and managing executive compensation. She joined Mercer Advisors through Traust Sollus in 2018 and emphasizes accessible explanations and long-term client relationships.
View professional sourceBefore your first conversation.
- Areas of focus
- Retirement planning · Divorce planning · Widowhood · Corporate executives
- Credentials recorded in sources
- CPA, PFS
- Investment minimum
- Confirm directly with the firm.
- Fees & compensation
- Request the current fee schedule and compensation disclosures.
- Email source checked
- 2026-09-16 · Published in the linked professional biography.
- Contact verification
- Confirm current details before relying on this listing.
- Portrait source
- Photo matched to official biography · 2026-09-16
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01Which services do you offer for someone with my goals?
02How do your fees and other compensation work?
03Who will I work with, and how often will we meet?
MA
Mercer Advisors
8 listed professionals
Mercer Advisors coordinates financial planning, investment management, tax, estate, insurance and trust services through an integrated advisory team across a national office network.
Firm contact888-920-1320 (New client enquiries)
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Professional sources reviewed 2026-09-16. Location: Official biography office. Listing does not imply participation, endorsement, or availability for new clients.
Portrait from the linked professional or editorial source. Rights remain with the original owner.
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