Jany Lee
Client Services Account Specialist
Jany joined Merriman in September 2021 and came to us with 9 years of experience in financial services. She is passionate about providing an excellent client experience by helping clients reach their goals and achieve financial peace of mind. She loves that Merriman truly puts their clients’ interest at the center of what they do.
Jany was born and raised in Washington. When she’s not working, you can find her hitting the slopes snowboarding, exploring new places to eat, spending time with her 2 dogs, Kingsley and Charlie, and traveling!
What is a Client Services Account Specialist?
Your first point of contact
When you visit or call our office, you'll speak with one of us. We pride ourselves on providing warm, professional, and quality service every time you walk in our doors or one of your calls lights up our phone.
Your financial liaison
We coordinate between you, the custodian, and your Wealth Advisor. We help execute everything you discuss with your advisor, collaborating with them daily to tackle the objectives for managing your assets.
Your account expert
We can assist with all of your account maintenance needs. Whether you need a quick money transfer, confirmation of a recent trade, or are wading through 401(k) rollover paperwork, we can help!
