Just a 15-minute call is all it takes to get answers to any initial questions you might have and get you set up with a free consultation with a Merriman Wealth Advisor.
Meet Scott, Associate Advisor
Scott helps our advisory team with the financial planning process by connecting new clients with the Wealth Advisor best equipped to provide advice for their individual situation. He enjoys helping people find solutions to their difficult problems and guiding them on the path toward achieving their goals.
When not at work, Scott enjoys all the Pacific Northwest has to offer. He enjoys baseball, reading, and most importantly, spending time with his wife, Rae, and their three young children.
Can’t find a time that works? Send us a message and we’ll work it out.
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I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.
One of the provisions of the CARES Act was a suspension of 2020 Required Minimum Distributions (RMDs). For individuals who took a distribution early in 2020, they were given the opportunity to “undo” part or all of that distribution by returning funds to their IRA by August 31, 2020. Learn more about the tax reporting.
Starting Monday, January 11 through Friday, January 29, eligible City of Tacoma employees have an opportunity to buy affordable additional long-term disability insurance coverage through the City. While this benefit may not sound too exciting, it represents essential insurance coverage that you should consider.
I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.
I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.