Blog Article
Carter & Carter Wealth Strategies Joins Us as New Merriman Office in Eugene, Oregon
By Merriman Wealth Management, Wealth Advisor
Published On 07/24/2017
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 service from this location as well as our Seattle and Spokane, Washington offices.
The Carter & Carter team, led by Charlene Carter and Jenny Hector, has long provided a similar comprehensive wealth management service and shares Merriman’s commitment to serving in the best interest of our clients.
“We are excited to welcome the Carter & Carter team. Together, we will draw on our decades of experience in wealth management to enhance our combined client service offering,” – Jeremy Burger, Merriman CEO
For more information, click here to read an article on the merger, published in Eugene’s local newspaper, the Register-Guard.
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By Merriman Wealth Management, Wealth Advisor
At Merriman, we manage your wealth so you can lead your best life. We take care of the financial planning and investment management, so you can deal in more possibilities and have the space you need to dream big.
Because it’s time to stop asking "What should I do?" and start saying, "This is what I could do."
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