Our clients and advisors are supported by a highly-skilled client services team dedicated to taking care of our clients. They work directly with our clients and our custodians to make sure the details of our client accounts are taken care of.
As the manager of client services, Scott oversees the operational aspects of our client services team and makes sure our client services representatives have everything they need to serve our clients well.
Kim is one of our most experienced team members, having joined the company in 1989.
A recent addition to our team, Mischa has been working in client services since 2010.
Our newest Client Services Account Specialist, Mallory joined our firm in 2011.
Dawn McGeorge joined Merriman in 2011. Originally from Michigan, Dawn has lived in different parts of the country but is happy to call Seattle home.