Jamie Block CFP®, CPA


Mercer Advisors

375 Woodcliff Dr., Suite 1C
Fairport NY 14450
Get directions
585-442-3230

Education:



  • Bachelor of Science from Cornell University in 1999

  • Masters in Business Administration in Accounting from the University of Rochester in 2006, Simon School of Business


Employment:



  • Mercer Advisors, 7/2017-Present

  • Wealth Design Services, Inc 1/2008-7/2017

  • Davie Kaplan CPAs 8/2005-12/2007

  • Farm Credit of Western NY 6/1999-10/2004


Credentials/licenses:



  • Certified Public Accountant, CPA

  • Certified Financial Planner, CFP(R)

  • Enrolled Agent, EA


Membership Organizations:



  • Financial Planning Association of Greater Rochester, NY - President

  • National Association of Professional Financial Advisors - Upstate NY group leader

  • American Institute of Certified Public Accountants

  • NYS Society of CPAs


Volunteer Opportunities:



  • Victor Farmington Volunteer Ambulance - Treasurer, Emergency Medical Technician (EMT), and Driver

  • Boy Scout Troop 50 - merit badge counselor