A team approach – what it means for you

At Merriman, one of our main goals is to provide exceptional service to our clients and place their needs first. One of the ways we do that is by supporting our clients with an entire team of people. As a client of Merriman’s, you’ll work with your Financial Advisor, of course, but you’ll also have the help of Client and Support Services Representatives, as well as Research and Finance staff. We at Merriman believe this team approach is a benefit you’ll feel far and wide.

When you call our office during business hours, our Support Services staff will personally answer your call. Imagine your advisor is either in a consultation or company meeting and all you need a simple request fulfilled. Anywhere else, you’d be sent to voicemail, regardless of how urgent your request is. How frustrating is that? (more…)