In continuing with our great hiring success in 2011, I have the pleasure of introducing our newest member to the Merriman team, Dawn McGeorge. Dawn joined us on April 27th and is the newest member of our support services team. By now you have likely had the chance to speak with Dawn, as she is one of the fantastic people you initially interact with when calling our office. She is a truly great addition to our already wonderful support services team!
Dawn has several years of great experience serving clients and trying to help make their experience memorable and pleasant. Dawn just moved to the Seattle area from North Carolina where she was the manager of a well-known barbecue restaurant called The Pit. She takes great pride in making sure our clients know how much we love working with them. She looks forward to her daily interactions and loves to help each of our clients in any way possible.
2011 has been a great year for hiring fantastic new team members at Merriman. Mallory Braun, our newest client services team member, joined us on March 31st. There is something quite soothing in her extremely pleasant phone voice. If you get the chance to speak with Mallory, you will quickly hear what I mean. She is a fabulous addition to our already wonderful client services team!
Mallory has three years of great client service experience under her belt, having worked for Key Bank prior to joining Merriman. She won numerous awards for achieving her goals and treating her clients with great care. Mallory gives every client an extraordinary experience and she is very excited about the interactions she has in talking with different Merriman clients each day.
Mallory grew up in Spokane, WA and went on to earn her Bachelor of Arts degree at the University of Washington in Seattle. She comes to us with a great deal of enthusiasm and truly wants to make a difference for our clients. You can read more about Mallory on our website, and here are a few fun facts that you won’t find in her bio:
Mallory was named after the TV character on the sit-com “Family Ties”
The first car she owned was built the same year she was born
She contemplated fashion or art school before deciding to attend the UW
She played tennis for her high school, Shadle Park
Mallory’s favorite vacation spot thus far is the Atlantis resort in the Bahamas
We are excited for you to get to know Mallory and we are thrilled to have her on our team!
If you have had the opportunity to speak with one of our great additions to the client services team, it’s likely you felt well taken care of when you hung up the phone. Mischa Bellarin is one of the newest members of our client service team. He has been rigorously working away at learning how we take great care of our clients at Merriman. Mischa has a great deal of genuineness, warmth, and he definitely wants to make sure our clients’ needs are met. He also aims to exceed expectations, as do all of our fabulous client service team members.
Mischa grew up in Tacoma, WA and went on to earn his Bachelor of Arts degree in Economics at Eastern Washington University. He comes to us with endless amounts of enthusiasm and truly wants to make a difference for our clients. To get you started, here are a few fun facts you won’t find in his bio on our website:
Mischa…
just got married in September of 2010.
has a cat who won a beauty contest last year.
loves to find hidden burger dives when on a road trip and collects t-shirts from each one.
recently started playing the board game “Agricola” with a few other Merriman team members.
We can’t wait for you to get to know Mischa and we are thrilled to have him on our team!
It’s no secret that businesses make mistakes. We’ve made our fair share of them, and we took a long, hard look back at these mistakes to see if there was something we could learn.
We realized that we were making decisions with the best of intentions, but within a small vacuum. Often times, these changes were spurred by client feedback, but that feedback represented only a small portion of the client base, or wasn’t really the root-cause of the client concerns.
To keep this from happening again, we made a substantial commitment about two years ago – to regularly survey our clients and collect feedback about how well they think we’re doing. About once a year, we send each and every client who has access to email a brief electronic survey. While we do ask a few specific questions, we often find the most benefit in providing the opportunity to give open-ended feedback. It allows our clients to start a conversation about what would make working with Merriman an even better experience. (more…)
Is it time for your review? If that means a drive into the city for you, then why not make a day of it?
There’s the usual shopping and lunch, but how about a stroll through a park? Seattle neighborhoods offer some wonderfully-urban, free outdoor experiences. Here are two of my favorites.
Capitol Hill’s Volunteer Park has been around since the late 1800s, but it was between 1904 and 1909 that the famous Olmsted Brothers formalized the design with lily ponds, a wading pool and a music pavilion. The park is also known for its conservatory, built in 1912, which houses flowering plants from all over the world and a collection of orchids (over 600 varieties). (more…)
Merriman Wealth Management, LLC, an independent wealth management firm with over $3.5 billion in assets under management, is pleased to announce the promotion of two new principals – Wealth Advisors Aimee Butler, CFP®, and Chris Waclawik, AFC®, CFP®.
Merriman Wealth Management, LLC, an independent wealth management firm with over $3.6 billion in assets under management, is pleased to announce the additions of Geoffrey Curran, CPA/ABV, CFA, CFP® and Paige Lee, CFA, CFP®, CSRICTM to the firm’s investment committee.
Over the past few years, we’ve been asking our clients—to hear it in their own words—about the value they gain from working with us. Check out these top ten reasons why clients hire us.
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.
Dawn has several years of great experience serving clients and trying to help make their experience memorable and pleasant. Dawn just moved to the Seattle area from North Carolina where she was the manager of a well-known barbecue restaurant called The Pit. She takes great pride in making sure our clients know how much we love working with them. She looks forward to her daily interactions and loves to help each of our clients in any way possible.
Mallory has three years of great client service experience under her belt, having worked for Key Bank prior to joining Merriman. She won numerous awards for achieving her goals and treating her clients with great care. Mallory gives every client an extraordinary experience and she is very excited about the interactions she has in talking with different Merriman clients each day.
He has been rigorously working away at learning how we take great care of our clients at Merriman. Mischa has a great deal of genuineness, warmth, and he definitely wants to make sure our clients’ needs are met. He also aims to exceed expectations, as do all of our fabulous client service team members.
