Monica joined the Merriman team in 2019 with eight years of experience in the financial industry.
Monica is a Certified IRA Specialist II and is committed to assisting our advisors and clients with their daily needs and future planning.
monica@merriman.com
Have you ever heard the proverb about the cobbler’s children? It essentially states that the cobbler’s children, although surrounded by well-made shoes, have the most worn out shoes. Or that doctors are the worst patients? The same can be said for wealth advisors.
Each part of the wealth management process presents potential challenges. Merriman helps solve these challenges with the help of a professional team of advisors, researchers, and operations staff, with the client services department acting as the glue that holds it all together.
Want a new car, a second home and to pay off your debt? Read Wealth Advisor Aimee Butler’s article to learn how to prioritize your goals!
It’s true, not all CFP® professionals are created equal. This article discusses why you might want to seek out a CFP® and some common differences to help you in your search. It’s important to educate yourself on what financial planning really means and to ask a lot of questions before deciding who to hire.
So you’ve decided to hire a financial professional to help you navigate your future. You’ve talked to friends and family members, and while you trust their recommendations, putting your financial future into the hands of someone else is a very big deal. You need to do...
