As a Client Experience Director at Merriman, Elaine manages our advisory team and ensures they have the tools and information they need to serve our clients well. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant (ChFC).

Elaine joined our firm in 2006 after 20 years as a bank executive for Barnett Bank and Bank of America, followed by two years in her own fee-only investment advisory practice. She holds a bachelors degree in business administration and has been quoted frequently in the financial press, including The Wall Street Journal, The New York Times, Fortune, Money Magazine, Dow Jones Newswire and the Journal of Financial Planning. She contributes articles to national online and print publications including MarketWatch.

Elaine enjoys hiking, long distance swimming, skiing, traveling and spending time with friends and family. She has worked extensively as a volunteer teaching financial literacy to lower-income populations and building homes for Habitat for Humanity.

Content by Elaine outside of Merriman.com:
5 questions to ask before taking on more debt
Don’t let money break up your relationship
Five warning signs that you’re caught up in a market bubble
Don’t get stuck with too much company stock
Invest a financial windfall so it lasts a lifetime
Straight talk from someone in the market to buy a home

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


Email: elaine@merriman.com


Content by Elaine: