Manager of Support Services
Donna oversees and manages the operational aspects of our Support Services department. She also works in close partnership with team directors and department managers to prioritize support services activities and resolve operating frustrations with the creation of appropriate systems.
Sheila is responsible for managing the front reception area and being the face of Merriman when clients visit the office. She is the primary phone coverage and reception support, schedules client appointments, and also provides administrative support to all Merriman team members as needed.
Administrative and Events Assistant
Hannah provides support for the front desk and assists with client events, office projects and scheduling client appointments. In addition, Hannah builds processes and procedures for the Support Services Team and provides administrative support for the Advisory team.
On July 1, 2017 we welcomed Carter & Carter Wealth Strategies to the Merriman team, continuing to expand our Pacific Northwest presence with a new Merriman office in Eugene, Oregon. We work with clients across the country, and are now able to provide in-person...
We recently hosted an event with Paul Merriman, which ended with a Q&A. There were so many great questions asked, we didn’t have time to respond to them all, but we hate to leave any question unanswered. Here are some of the questions we didn’t get to, with...
Here is yet another example of why we prefer to use Dimensional funds in our MarketWise portfolios: Morningstar recently issued a new Stewardship Grade for DFA. The firm's overall grade--which considers corporate culture, fund board quality, fund manager incentives,...