Blog Article

Investments at Merriman include people, too


By Merriman Wealth Management, Wealth Advisor
Published On 02/11/2011

For the past eleven years, Scott Rothman has been a part of Merriman. When he started with us in March of 2000, Scott was originally part of our marketing efforts. Scott recalls his job as primarily answering phones and setting appointments. The company has grown quite a bit since the year 2000, and so have Scott’s responsibilities.

Moving from answering phones into our client services department, Scott has become a household name for many of our clients. They have gotten to know him over the years and come to trust his reliability when it comes to taking care of their needs. This is only one of the many reasons Scott was recently promoted to manage our client services team.

Although Scott has transitioned into a management position, he wants everyone to know he is still available anytime. His true passion has been and still remains taking care of our clients.

Scott is the latest Merriman employee to be promoted from within, but is certainly not the only person who has truly grown within our firm. Of our current 38 employees, eleven of them have transitioned into a new role or taken on additional responsibilities during their tenure.

Tenure is also a good indicator as to whether people are enjoying their work and take pride in what they do. For those of you who enjoy statistics (I’m not usually one of them, by the way) I gathered some interesting data. We have seven people who have been with us for more than five years, five people who have been here more than ten years, four at more than fifteen years, and three that have surpassed the 20 year mark. Our founder still has the longest tenure, at 27 years.

We take investing in our employees as seriously as we take investing for our clients. It is truly enjoyable to watch the growth of our people as we strive to do the very best for our clients.


Written by Julie Holmberg

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By Merriman Wealth Management, Wealth Advisor

At Merriman, we manage your wealth so you can lead your best life. We take care of the financial planning and investment management, so you can deal in more possibilities and have the space you need to dream big.

Because it’s time to stop asking "What should I do?" and start saying, "This is what I could do."

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