Client Services Account Specialist
Nick joined Merriman in February 2022 with five years of financial service background. Nick takes pride in providing a great client experience with an emphasis on doing what is right. He has a strong connection to Merriman’s goal of helping successful professionals so they can focus on what’s important to them.
Nick lived on the Central Coast of California before moving to Seattle in 2016. He enjoys taking long walks on the beach and going back home to visit family.
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!