Client Services Account Specialist
Monica joined Merriman in 2019. She has a degree in Political Science from Western Washington University and came to us with 20 years of experience in management and project development.
She enjoys assisting clients in achieving their financial goals. In her free time she can be found volunteering for many different organizations and spending quality time with her adult daughters.
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!